Valley Forge Investment Consultants Inc. ADV Boosts Stock Position in Schwab US Small-Cap ETF (NYSEARCA:SCHA)

Valley Forge Investment Consultants Inc. ADV lifted its holdings in shares of Schwab US Small-Cap ETF (NYSEARCA:SCHA) by 84.4% during the fourth quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The firm owned 258,570 shares of the company’s stock after purchasing an additional 118,345 shares during the quarter. Schwab US Small-Cap ETF accounts for about 2.3% of Valley Forge Investment Consultants Inc. ADV’s portfolio, making the stock its 8th biggest position. Valley Forge Investment Consultants Inc. ADV’s holdings in Schwab US Small-Cap ETF were worth $6,687,000 as of its most recent SEC filing.

Several other institutional investors have also added to or reduced their stakes in the stock. TD Capital Management LLC increased its stake in shares of Schwab US Small-Cap ETF by 100.4% during the 4th quarter. TD Capital Management LLC now owns 958 shares of the company’s stock worth $25,000 after purchasing an additional 480 shares during the last quarter. Bellevue Asset Management LLC increased its holdings in shares of Schwab US Small-Cap ETF by 551.4% during the 4th quarter. Bellevue Asset Management LLC now owns 964 shares of the company’s stock worth $25,000 after acquiring an additional 816 shares during the last quarter. McClarren Financial Advisors Inc. bought a new position in shares of Schwab US Small-Cap ETF in the fourth quarter valued at about $25,000. Pacifica Partners Inc. grew its stake in Schwab US Small-Cap ETF by 100.0% in the 4th quarter. Pacifica Partners Inc. now owns 998 shares of the company’s stock valued at $26,000 after buying an additional 499 shares during the last quarter. Finally, Mainstream Capital Management LLC bought a new position in Schwab US Small-Cap ETF in the 4th quarter valued at about $27,000.

Schwab US Small-Cap ETF Stock Performance

Shares of NYSEARCA SCHA opened at $23.48 on Friday. The stock has a market capitalization of $15.88 billion, a P/E ratio of 16.36 and a beta of 1.21. Schwab US Small-Cap ETF has a 52 week low of $22.53 and a 52 week high of $28.57. The stock’s fifty day moving average is $25.45 and its 200 day moving average is $26.03.

Schwab US Small-Cap ETF Cuts Dividend

The company also recently disclosed a dividend, which will be paid on Monday, March 31st. Investors of record on Wednesday, March 26th will be paid a $0.0553 dividend. The ex-dividend date is Wednesday, March 26th.

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.