Christensen King & Associates Investment Services Inc. lifted its stake in shares of Schwab US Small-Cap ETF (NYSEARCA:SCHA – Free Report) by 102.7% during the fourth quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The firm owned 424,716 shares of the company’s stock after purchasing an additional 215,230 shares during the quarter. Schwab US Small-Cap ETF comprises about 5.2% of Christensen King & Associates Investment Services Inc.’s investment portfolio, making the stock its 6th largest position. Christensen King & Associates Investment Services Inc.’s holdings in Schwab US Small-Cap ETF were worth $11,132,000 as of its most recent filing with the Securities & Exchange Commission.
Other large investors have also modified their holdings of the company. Marcum Wealth LLC increased its stake in Schwab US Small-Cap ETF by 89.1% in the fourth quarter. Marcum Wealth LLC now owns 2,092,926 shares of the company’s stock valued at $54,123,000 after purchasing an additional 986,432 shares during the last quarter. BCS Wealth Management purchased a new stake in shares of Schwab US Small-Cap ETF during the fourth quarter valued at approximately $5,593,000. AdvisorNet Financial Inc grew its stake in shares of Schwab US Small-Cap ETF by 95.0% during the fourth quarter. AdvisorNet Financial Inc now owns 83,479 shares of the company’s stock valued at $2,159,000 after acquiring an additional 40,679 shares in the last quarter. Sentinel Pension Advisors Inc. grew its position in shares of Schwab US Small-Cap ETF by 100.1% during the fourth quarter. Sentinel Pension Advisors Inc. now owns 15,015 shares of the company’s stock worth $388,000 after buying an additional 7,511 shares in the last quarter. Finally, Sightline Wealth Advisors LLC increased its position in shares of Schwab US Small-Cap ETF by 115.1% in the 4th quarter. Sightline Wealth Advisors LLC now owns 370,084 shares of the company’s stock worth $9,570,000 after purchasing an additional 198,043 shares during the last quarter.
Schwab US Small-Cap ETF Price Performance
Shares of SCHA opened at $25.55 on Tuesday. The stock has a market capitalization of $8.91 billion, a PE ratio of 14.51 and a beta of 1.19. Schwab US Small-Cap ETF has a 12-month low of $22.24 and a 12-month high of $28.57. The business’s fifty day moving average price is $26.94 and its 200 day moving average price is $25.72.
About Schwab US Small-Cap ETF
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.
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