Schwab US Small-Cap ETF (NYSEARCA:SCHA) Shares Bought by Spinnaker Investment Group LLC

Spinnaker Investment Group LLC lifted its position in shares of Schwab US Small-Cap ETF (NYSEARCA:SCHA) by 93.5% during the 4th quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The institutional investor owned 59,341 shares of the company’s stock after acquiring an additional 28,667 shares during the period. Schwab US Small-Cap ETF comprises approximately 0.4% of Spinnaker Investment Group LLC’s holdings, making the stock its 24th largest holding. Spinnaker Investment Group LLC’s holdings in Schwab US Small-Cap ETF were worth $1,535,000 at the end of the most recent quarter.

Other large investors have also recently added to or reduced their stakes in the company. World Investment Advisors LLC lifted its position in shares of Schwab US Small-Cap ETF by 20.3% in the 3rd quarter. World Investment Advisors LLC now owns 18,666 shares of the company’s stock worth $961,000 after buying an additional 3,147 shares during the last quarter. Sculati Wealth Management LLC lifted its holdings in Schwab US Small-Cap ETF by 107.9% in the third quarter. Sculati Wealth Management LLC now owns 116,663 shares of the company’s stock worth $5,744,000 after acquiring an additional 60,552 shares during the last quarter. Fulcrum Equity Management boosted its stake in Schwab US Small-Cap ETF by 8.9% in the third quarter. Fulcrum Equity Management now owns 19,115 shares of the company’s stock valued at $984,000 after acquiring an additional 1,559 shares during the period. Synovus Financial Corp grew its holdings in shares of Schwab US Small-Cap ETF by 80.7% during the third quarter. Synovus Financial Corp now owns 25,170 shares of the company’s stock valued at $1,296,000 after purchasing an additional 11,242 shares during the last quarter. Finally, Westside Investment Management Inc. lifted its holdings in shares of Schwab US Small-Cap ETF by 186.7% in the 3rd quarter. Westside Investment Management Inc. now owns 1,124 shares of the company’s stock worth $58,000 after purchasing an additional 732 shares during the last quarter.

Schwab US Small-Cap ETF Price Performance

NYSEARCA:SCHA opened at $26.97 on Friday. The firm has a market capitalization of $9.40 billion, a P/E ratio of 14.51 and a beta of 1.19. The business has a 50 day simple moving average of $26.82 and a 200 day simple moving average of $25.85. Schwab US Small-Cap ETF has a 12-month low of $22.41 and a 12-month high of $28.57.

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.