Burt Wealth Advisors Has $14.32 Million Holdings in Schwab US Small-Cap ETF (NYSEARCA:SCHA)

Burt Wealth Advisors increased its stake in Schwab US Small-Cap ETF (NYSEARCA:SCHA) by 3.7% during the 4th quarter, HoldingsChannel.com reports. The institutional investor owned 303,045 shares of the company’s stock after buying an additional 10,763 shares during the quarter. Schwab US Small-Cap ETF makes up 4.1% of Burt Wealth Advisors’ portfolio, making the stock its 10th biggest position. Burt Wealth Advisors’ holdings in Schwab US Small-Cap ETF were worth $14,316,000 at the end of the most recent reporting period.

Other hedge funds and other institutional investors also recently made changes to their positions in the company. Hamilton Point Investment Advisors LLC purchased a new stake in shares of Schwab US Small-Cap ETF in the 4th quarter worth approximately $25,000. Tennessee Valley Asset Management Partners purchased a new stake in shares of Schwab US Small-Cap ETF in the 4th quarter worth approximately $28,000. Impact Partnership Wealth LLC grew its stake in shares of Schwab US Small-Cap ETF by 503.0% in the 3rd quarter. Impact Partnership Wealth LLC now owns 989 shares of the company’s stock worth $41,000 after buying an additional 825 shares during the last quarter. VisionPoint Advisory Group LLC purchased a new stake in shares of Schwab US Small-Cap ETF in the 3rd quarter worth approximately $50,000. Finally, PDS Planning Inc grew its stake in shares of Schwab US Small-Cap ETF by 29.7% in the 3rd quarter. PDS Planning Inc now owns 1,314 shares of the company’s stock worth $54,000 after buying an additional 301 shares during the last quarter.

Schwab US Small-Cap ETF Stock Performance

Shares of Schwab US Small-Cap ETF stock traded up $0.57 during midday trading on Monday, hitting $46.01. The company had a trading volume of 784,226 shares, compared to its average volume of 1,232,610. The company has a 50 day moving average of $47.50 and a 200 day moving average of $44.91. Schwab US Small-Cap ETF has a 52-week low of $38.05 and a 52-week high of $49.54. The stock has a market capitalization of $15.95 billion, a P/E ratio of 13.87 and a beta of 1.21.

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.