Pacific Excel Wealth Advisors Inc. Invests $573,000 in Schwab US Small-Cap ETF $SCHA

Pacific Excel Wealth Advisors Inc. bought a new position in shares of Schwab US Small-Cap ETF (NYSEARCA:SCHA) in the second quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The firm bought 15,853 shares of the company’s stock, valued at approximately $573,000.

Other hedge funds have also recently added to or reduced their stakes in the company. Investment Research Partners LLC boosted its stake in shares of Schwab US Small-Cap ETF by 2.7% during the 4th quarter. Investment Research Partners LLC now owns 12,697 shares of the company’s stock worth $362,000 after acquiring an additional 330 shares in the last quarter. Rossby Financial LCC increased its stake in Schwab US Small-Cap ETF by 27.3% in the 4th quarter. Rossby Financial LCC now owns 1,586 shares of the company’s stock worth $45,000 after purchasing an additional 340 shares in the last quarter. Zhang Financial LLC raised its holdings in 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 buying an additional 359 shares during the period. Geometric Wealth Advisors lifted its stake in 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 valued at $480,000 after buying an additional 365 shares in the last quarter. Finally, Fortis Capital Advisors LLC increased its position in shares of Schwab US Small-Cap ETF by 2.4% in the fourth quarter. Fortis Capital Advisors LLC now owns 16,207 shares of the company’s stock worth $462,000 after acquiring an additional 382 shares in the last quarter.

Schwab US Small-Cap ETF Stock Performance

Shares of NYSEARCA:SCHA opened at $35.05 on Wednesday. Schwab US Small-Cap ETF has a 52 week low of $25.60 and a 52 week high of $36.20. The company has a market cap of $24.13 billion, a PE ratio of 17.65 and a beta of 1.10. The firm has a 50 day simple moving average of $34.47 and a 200 day simple moving average of $32.13.

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.