Oakwell Private Wealth Management LLC Has $1.66 Million Position in Schwab US Small-Cap ETF (NYSEARCA:SCHA)

Oakwell Private Wealth Management LLC lifted its holdings in Schwab US Small-Cap ETF (NYSEARCA:SCHA) by 99.9% during the fourth quarter, according to its most recent Form 13F filing with the SEC. The firm owned 64,045 shares of the company’s stock after purchasing an additional 32,007 shares during the period. Schwab US Small-Cap ETF accounts for approximately 0.5% of Oakwell Private Wealth Management LLC’s portfolio, making the stock its 24th biggest holding. Oakwell Private Wealth Management LLC’s holdings in Schwab US Small-Cap ETF were worth $1,656,000 at the end of the most recent quarter.

Other large investors have also made changes to their positions in the company. JFS Wealth Advisors LLC raised its position in shares of Schwab US Small-Cap ETF by 80.6% during the fourth quarter. JFS Wealth Advisors LLC now owns 73,441 shares of the company’s stock valued at $1,899,000 after buying an additional 32,779 shares during the last quarter. Principal Securities Inc. raised its holdings in Schwab US Small-Cap ETF by 129.6% in the 4th quarter. Principal Securities Inc. now owns 19,299 shares of the company’s stock valued at $499,000 after acquiring an additional 10,895 shares in the last quarter. World Investment Advisors LLC grew its holdings in shares of Schwab US Small-Cap ETF by 20.3% during the 3rd quarter. World Investment Advisors LLC now owns 18,666 shares of the company’s stock worth $961,000 after purchasing an additional 3,147 shares in the last quarter. Sculati Wealth Management LLC increased its position in shares of Schwab US Small-Cap ETF by 107.9% during the third quarter. Sculati Wealth Management LLC now owns 116,663 shares of the company’s stock valued at $5,744,000 after purchasing an additional 60,552 shares during the period. Finally, Fulcrum Equity Management raised its stake in shares of 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 purchasing an additional 1,559 shares in the last quarter.

Schwab US Small-Cap ETF Price Performance

Shares of SCHA stock opened at $25.35 on Wednesday. The stock has a market cap of $17.79 billion, a P/E ratio of 17.66 and a beta of 1.19. The stock has a fifty day moving average price of $26.31 and a 200 day moving average price of $26.16. Schwab US Small-Cap ETF has a one year low of $22.53 and a one year high of $28.57.

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.