Beacon Advisors Holdings LLC Takes $1.39 Million Position in Schwab US Small-Cap ETF $SCHA

Beacon Advisors Holdings LLC acquired a new position in Schwab US Small-Cap ETF (NYSEARCA:SCHA) during the fourth quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The fund acquired 48,640 shares of the company’s stock, valued at approximately $1,385,000. Schwab US Small-Cap ETF comprises about 0.7% of Beacon Advisors Holdings LLC’s holdings, making the stock its 28th largest holding.

Other large investors have also recently modified their holdings of the company. Investment Research Partners LLC boosted its stake in Schwab US Small-Cap ETF by 2.7% in the fourth quarter. Investment Research Partners LLC now owns 12,697 shares of the company’s stock valued at $362,000 after acquiring an additional 330 shares in the last quarter. Rossby Financial LCC grew its holdings in Schwab US Small-Cap ETF by 27.3% in the fourth quarter. Rossby Financial LCC now owns 1,586 shares of the company’s stock worth $45,000 after purchasing an additional 340 shares during the last quarter. Zhang Financial LLC increased its position in shares of Schwab US Small-Cap ETF by 1.6% during the fourth quarter. Zhang Financial LLC now owns 22,176 shares of the company’s stock worth $632,000 after purchasing an additional 359 shares in the last quarter. Geometric Wealth Advisors increased its position in shares of Schwab US Small-Cap ETF by 2.2% during the fourth quarter. Geometric Wealth Advisors now owns 16,847 shares of the company’s stock worth $480,000 after purchasing an additional 365 shares in the last quarter. Finally, CWA Asset Management Group LLC lifted its holdings in shares of Schwab US Small-Cap ETF by 1.3% during the 4th quarter. CWA Asset Management Group LLC now owns 30,700 shares of the company’s stock valued at $874,000 after purchasing an additional 381 shares during the last quarter.

Schwab US Small-Cap ETF Price Performance

Schwab US Small-Cap ETF stock opened at $35.19 on Friday. The stock has a market capitalization of $24.23 billion, a price-to-earnings ratio of 17.65 and a beta of 1.10. Schwab US Small-Cap ETF has a 1-year low of $24.33 and a 1-year high of $35.53. The business has a fifty day moving average price of $33.01 and a 200-day moving average price of $30.85.

Schwab US Small-Cap ETF Profile

Schwab U.S. Small-Cap ETF (the Fund) seeks to track the total return of the Dow Jones U.S. Small-Cap Total Stock Market Index. The Dow Jones U.S. Small-Cap Total Stock Market Index includes the components ranked 751-2500 by full market capitalization. The Index is a float-adjusted market capitalization weighted index. The types of derivatives used by the Fund are options, futures, options on futures and swaps. The Fund may lend its portfolio securities to brokers, dealers and other financial institutions.