Lowery Thomas LLC Has $797,000 Stock Position in Schwab US Small-Cap ETF (NYSEARCA:SCHA)

Lowery Thomas LLC lifted its stake in Schwab US Small-Cap ETF (NYSEARCA:SCHA) by 6.1% in the fourth quarter, according to its most recent filing with the Securities & Exchange Commission. The firm owned 16,865 shares of the company’s stock after purchasing an additional 976 shares during the quarter. Schwab US Small-Cap ETF accounts for about 0.7% of Lowery Thomas LLC’s investment portfolio, making the stock its 29th largest holding. Lowery Thomas LLC’s holdings in Schwab US Small-Cap ETF were worth $797,000 as of its most recent filing with the Securities & Exchange Commission.

A number of other hedge funds and other institutional investors have also modified their holdings of the stock. Mutual Advisors LLC lifted its stake in Schwab US Small-Cap ETF by 1.5% in the 4th quarter. Mutual Advisors LLC now owns 15,394 shares of the company’s stock worth $727,000 after acquiring an additional 221 shares in the last quarter. Geneos Wealth Management Inc. lifted its stake in Schwab US Small-Cap ETF by 4.9% in the 4th quarter. Geneos Wealth Management Inc. now owns 4,719 shares of the company’s stock worth $223,000 after acquiring an additional 222 shares in the last quarter. Spire Wealth Management lifted its stake in Schwab US Small-Cap ETF by 1.1% in the 3rd quarter. Spire Wealth Management now owns 23,485 shares of the company’s stock worth $973,000 after acquiring an additional 251 shares in the last quarter. Red Tortoise LLC lifted its stake in Schwab US Small-Cap ETF by 1.2% in the 4th quarter. Red Tortoise LLC now owns 21,117 shares of the company’s stock worth $998,000 after acquiring an additional 256 shares in the last quarter. Finally, Index Fund Advisors Inc. lifted its stake in Schwab US Small-Cap ETF by 1.5% in the 3rd quarter. Index Fund Advisors Inc. now owns 17,284 shares of the company’s stock worth $716,000 after acquiring an additional 258 shares in the last quarter.

Schwab US Small-Cap ETF Price Performance

Schwab US Small-Cap ETF stock traded up $0.34 during mid-day trading on Friday, hitting $46.59. The company’s stock had a trading volume of 713,093 shares, compared to its average volume of 1,216,204. The firm’s 50 day moving average is $47.45 and its 200 day moving average is $45.08. The company has a market cap of $16.21 billion, a PE ratio of 13.86 and a beta of 1.21. Schwab US Small-Cap ETF has a 52-week low of $38.05 and a 52-week high of $49.54.

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.