Jacobs Equity LLC Invests $1.85 Million in Schwab US Small-Cap ETF $SCHA

Jacobs Equity LLC acquired a new stake in Schwab US Small-Cap ETF (NYSEARCA:SCHA) during the 4th quarter, according to its most recent disclosure with the Securities and Exchange Commission. The fund acquired 65,032 shares of the company’s stock, valued at approximately $1,852,000. Schwab US Small-Cap ETF makes up approximately 1.8% of Jacobs Equity LLC’s investment portfolio, making the stock its 10th largest holding.

A number of other institutional investors have also modified their holdings of the company. Mercer Global Advisors Inc. ADV increased its position in Schwab US Small-Cap ETF by 3.0% during the 4th quarter. Mercer Global Advisors Inc. ADV now owns 2,123,561 shares of the company’s stock worth $61,054,000 after purchasing an additional 62,217 shares in the last quarter. Virtue Capital Management LLC raised its holdings in Schwab US Small-Cap ETF by 18.2% in the fourth quarter. Virtue Capital Management LLC now owns 54,176 shares of the company’s stock valued at $1,560,000 after buying an additional 8,328 shares during the period. Vident Advisory LLC purchased a new stake in Schwab US Small-Cap ETF during the fourth quarter worth approximately $227,000. Beacon Pointe Advisors LLC grew its stake in Schwab US Small-Cap ETF by 3.1% during the fourth quarter. Beacon Pointe Advisors LLC now owns 853,528 shares of the company’s stock worth $24,308,000 after buying an additional 25,576 shares during the period. Finally, EP Wealth Advisors LLC purchased a new stake in Schwab US Small-Cap ETF during the fourth quarter worth approximately $6,073,000.

Schwab US Small-Cap ETF Stock Up 2.2%

Schwab US Small-Cap ETF stock opened at $35.19 on Friday. The firm has a fifty day moving average of $33.01 and a 200-day moving average of $30.85. Schwab US Small-Cap ETF has a 52-week low of $24.33 and a 52-week high of $35.53. The firm has a market capitalization of $24.23 billion, a P/E ratio of 17.65 and a beta of 1.10.

Schwab US Small-Cap ETF Company 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.