Schwab US Small-Cap ETF (NYSEARCA:SCHA) Shares Purchased by Exencial Wealth Advisors LLC

Exencial Wealth Advisors LLC grew its position in shares of Schwab US Small-Cap ETF (NYSEARCA:SCHA) by 78.7% during the fourth quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The institutional investor owned 55,586 shares of the company’s stock after purchasing an additional 24,482 shares during the period. Exencial Wealth Advisors LLC’s holdings in Schwab US Small-Cap ETF were worth $1,437,000 as of its most recent SEC filing.

A number of other large investors also recently added to or reduced their stakes in the company. Pine Valley Investments Ltd Liability Co lifted its stake in Schwab US Small-Cap ETF by 7.4% during the third quarter. Pine Valley Investments Ltd Liability Co now owns 6,199 shares of the company’s stock worth $319,000 after purchasing an additional 425 shares in the last quarter. Planning Directions Inc. lifted its stake in Schwab US Small-Cap ETF by 4.5% during the third quarter. Planning Directions Inc. now owns 10,097 shares of the company’s stock worth $520,000 after purchasing an additional 437 shares in the last quarter. Foster & Motley Inc. lifted its stake in Schwab US Small-Cap ETF by 7.7% during the third quarter. Foster & Motley Inc. now owns 6,225 shares of the company’s stock worth $321,000 after purchasing an additional 443 shares in the last quarter. Claro Advisors LLC increased its position in shares of Schwab US Small-Cap ETF by 2.2% during the third quarter. Claro Advisors LLC now owns 20,784 shares of the company’s stock worth $1,070,000 after acquiring an additional 454 shares during the period. Finally, TD Capital Management LLC increased its position in shares of Schwab US Small-Cap ETF by 100.4% during the fourth quarter. TD Capital Management LLC now owns 958 shares of the company’s stock worth $25,000 after acquiring an additional 480 shares during the period.

Schwab US Small-Cap ETF Trading Up 1.2 %

Schwab US Small-Cap ETF stock opened at $24.52 on Thursday. The firm has a market capitalization of $17.21 billion, a P/E ratio of 17.66 and a beta of 1.19. The stock’s fifty day simple moving average is $26.17 and its 200-day simple moving average is $26.17. Schwab US Small-Cap ETF has a twelve month low of $22.53 and a twelve month high of $28.57.

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.