Legacy Wealth Management Inc Boosts Stake in Schwab US Small-Cap ETF (NYSEARCA:SCHA)

Legacy Wealth Management Inc increased its stake in shares of Schwab US Small-Cap ETF (NYSEARCA:SCHA) by 96.0% during the fourth quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The fund owned 1,079,434 shares of the company’s stock after buying an additional 528,836 shares during the quarter. Schwab US Small-Cap ETF comprises approximately 1.8% of Legacy Wealth Management Inc’s investment portfolio, making the stock its 12th biggest holding. Legacy Wealth Management Inc owned 0.31% of Schwab US Small-Cap ETF worth $27,914,000 at the end of the most recent reporting period.

A number of other large investors have also recently made changes to their positions in the stock. Empower Advisory Group LLC raised its position in Schwab US Small-Cap ETF by 2.9% during the 3rd quarter. Empower Advisory Group LLC now owns 12,298,227 shares of the company’s stock worth $633,359,000 after buying an additional 348,995 shares during the last quarter. Advisory Alpha LLC increased its stake in shares of Schwab US Small-Cap ETF by 96.0% in the fourth quarter. Advisory Alpha LLC now owns 4,232,965 shares of the company’s stock worth $109,466,000 after acquiring an additional 2,073,546 shares during the period. International Assets Investment Management LLC increased its stake in shares of Schwab US Small-Cap ETF by 489,456.8% in the third quarter. International Assets Investment Management LLC now owns 2,653,398 shares of the company’s stock worth $136,650,000 after acquiring an additional 2,652,856 shares during the period. Cerity Partners LLC raised its holdings in shares of Schwab US Small-Cap ETF by 16.6% during the third quarter. Cerity Partners LLC now owns 2,260,557 shares of the company’s stock worth $116,419,000 after purchasing an additional 321,166 shares during the last quarter. Finally, Marcum Wealth LLC lifted its position in Schwab US Small-Cap ETF by 89.1% during the fourth quarter. Marcum Wealth LLC now owns 2,092,926 shares of the company’s stock valued at $54,123,000 after purchasing an additional 986,432 shares during the period.

Schwab US Small-Cap ETF Stock Performance

NYSEARCA:SCHA opened at $26.92 on Friday. The firm’s fifty day moving average is $26.83 and its two-hundred day moving average is $25.88. The firm has a market cap of $9.38 billion, a price-to-earnings ratio of 14.51 and a beta of 1.19. Schwab US Small-Cap ETF has a one year low of $22.41 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.