Bordeaux Wealth Advisors LLC Takes Position in Schwab US Small-Cap ETF (NYSEARCA:SCHA)

Bordeaux Wealth Advisors LLC purchased a new stake in shares of Schwab US Small-Cap ETF (NYSEARCA:SCHA) during the 4th quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The institutional investor purchased 4,593 shares of the company’s stock, valued at approximately $217,000.

Other large investors have also made changes to their positions in the company. Cerity Partners LLC grew its holdings in Schwab US Small-Cap ETF by 755.0% during the 4th quarter. Cerity Partners LLC now owns 16,760,429 shares of the company’s stock worth $791,763,000 after acquiring an additional 14,800,032 shares during the period. Charles Schwab Investment Advisory Inc. boosted its position in shares of Schwab US Small-Cap ETF by 2.1% in the 3rd quarter. Charles Schwab Investment Advisory Inc. now owns 73,795,694 shares of the company’s stock worth $3,056,618,000 after purchasing an additional 1,507,066 shares during the last quarter. Steele Capital Management Inc. acquired a new stake in shares of Schwab US Small-Cap ETF during the fourth quarter worth $34,279,000. Creative Planning increased its holdings in Schwab US Small-Cap ETF by 31.5% in the third quarter. Creative Planning now owns 2,444,406 shares of the company’s stock valued at $101,247,000 after purchasing an additional 584,906 shares during the last quarter. Finally, Charles Schwab Investment Management Inc. lifted its stake in Schwab US Small-Cap ETF by 3.7% in the third quarter. Charles Schwab Investment Management Inc. now owns 8,983,350 shares of the company’s stock valued at $372,090,000 after buying an additional 322,503 shares during the period.

Schwab US Small-Cap ETF Price Performance

Shares of Schwab US Small-Cap ETF stock traded up $0.45 during trading on Friday, hitting $47.36. 1,475,212 shares of the company were exchanged, compared to its average volume of 1,214,432. The firm has a market capitalization of $16.48 billion, a P/E ratio of 13.86 and a beta of 1.21. The firm’s fifty day moving average price is $47.43 and its 200 day moving average price is $45.26. Schwab US Small-Cap ETF has a 1-year low of $38.05 and a 1-year 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.