Schwab US Small-Cap ETF $SCHA Stock Holdings Lifted by World Investment Advisors

World Investment Advisors grew its position in Schwab US Small-Cap ETF (NYSEARCA:SCHA) by 82.9% during the 4th quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The fund owned 109,686 shares of the company’s stock after purchasing an additional 49,727 shares during the period. World Investment Advisors’ holdings in Schwab US Small-Cap ETF were worth $3,124,000 at the end of the most recent quarter.

Other hedge funds and other institutional investors also recently made changes to their positions in the company. Investment Research Partners LLC increased its holdings 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 worth $362,000 after buying an additional 330 shares during the last quarter. Rossby Financial LCC lifted its stake 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 valued at $45,000 after acquiring an additional 340 shares during the last quarter. Zhang Financial LLC increased its stake in shares of Schwab US Small-Cap ETF by 1.6% during the 4th quarter. Zhang Financial LLC now owns 22,176 shares of the company’s stock worth $632,000 after purchasing an additional 359 shares during the last quarter. Geometric Wealth Advisors raised its holdings in shares of Schwab US Small-Cap ETF by 2.2% during the 4th quarter. Geometric Wealth Advisors now owns 16,847 shares of the company’s stock valued at $480,000 after purchasing an additional 365 shares in the last quarter. Finally, CWA Asset Management Group LLC lifted its stake in shares of Schwab US Small-Cap ETF by 1.3% in 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 Stock Performance

Shares of NYSEARCA:SCHA opened at $35.19 on Friday. The stock has a market capitalization of $24.23 billion, a PE 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 firm has a fifty day moving average price of $33.10 and a 200 day moving average price of $30.88.

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.