Pacific Excel Wealth Advisors Inc. Takes Position in Schwab US Small-Cap ETF $SCHA

Pacific Excel Wealth Advisors Inc. bought a new position in shares of Schwab US Small-Cap ETF (NYSEARCA:SCHAFree Report) during the second quarter, Holdings Channel.com reports. The fund bought 15,853 shares of the company’s stock, valued at approximately $573,000.

A number of other hedge funds also recently modified their holdings of the company. Investment Research Partners LLC lifted its position in Schwab US Small-Cap ETF by 2.7% in the fourth quarter. Investment Research Partners LLC now owns 12,697 shares of the company’s stock worth $362,000 after purchasing an additional 330 shares during the period. Rossby Financial LCC increased its position in shares of Schwab US Small-Cap ETF by 27.3% during the 4th quarter. Rossby Financial LCC now owns 1,586 shares of the company’s stock worth $45,000 after purchasing an additional 340 shares in the last quarter. Zhang Financial LLC lifted its holdings in Schwab US Small-Cap ETF by 1.6% during the 4th quarter. Zhang Financial LLC now owns 22,176 shares of the company’s stock valued at $632,000 after purchasing an additional 359 shares during the last quarter. Geometric Wealth Advisors boosted its position in Schwab US Small-Cap ETF by 2.2% in the fourth quarter. Geometric Wealth Advisors now owns 16,847 shares of the company’s stock valued at $480,000 after buying an additional 365 shares in the last quarter. Finally, Fortis Capital Advisors LLC grew its stake in Schwab US Small-Cap ETF by 2.4% during the fourth quarter. Fortis Capital Advisors LLC now owns 16,207 shares of the company’s stock worth $462,000 after buying an additional 382 shares during the last quarter.

Schwab US Small-Cap ETF Trading Up 2.5%

NYSEARCA SCHA opened at $35.05 on Wednesday. Schwab US Small-Cap ETF has a 1-year low of $25.60 and a 1-year high of $36.20. The company has a 50 day moving average of $34.47 and a 200-day moving average of $32.13. The firm has a market cap of $24.13 billion, a price-to-earnings ratio of 17.65 and a beta of 1.10.

Schwab US Small-Cap ETF Profile

(Free Report)

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. The types of derivatives used by the Fund are options, futures, options on futures and swaps. The Fund may lend its portfolio securities to brokers, dealers and other financial institutions.

Further Reading

Want to see what other hedge funds are holding SCHA? Visit HoldingsChannel.com to get the latest 13F filings and insider trades for Schwab US Small-Cap ETF (NYSEARCA:SCHAFree Report).

Institutional Ownership by Quarter for Schwab US Small-Cap ETF (NYSEARCA:SCHA)

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