Empirical Financial Services LLC d.b.a. Empirical Wealth Management Has $14.62 Million Stake in Schwab US Small-Cap ETF $SCHA

Empirical Financial Services LLC d.b.a. Empirical Wealth Management increased its position in shares of Schwab US Small-Cap ETF (NYSEARCA:SCHA) by 11.1% during the fourth quarter, according to its most recent filing with the Securities & Exchange Commission. The fund owned 513,395 shares of the company’s stock after acquiring an additional 51,455 shares during the period. Empirical Financial Services LLC d.b.a. Empirical Wealth Management’s holdings in Schwab US Small-Cap ETF were worth $14,621,000 at the end of the most recent reporting period.

A number of other institutional investors and hedge funds have also bought and sold shares of the company. CWA Asset Management Group LLC raised its position in Schwab US Small-Cap ETF by 1.3% in the fourth quarter. CWA Asset Management Group LLC now owns 30,700 shares of the company’s stock valued at $874,000 after purchasing an additional 381 shares during the last quarter. Sprinkle Financial Consultants LLC grew its holdings in shares of Schwab US Small-Cap ETF by 0.8% during the third quarter. Sprinkle Financial Consultants LLC now owns 49,704 shares of the company’s stock worth $1,387,000 after purchasing an additional 384 shares during the last quarter. Sovereign Financial Group Inc. increased its stake in shares of Schwab US Small-Cap ETF by 1.9% in the fourth quarter. Sovereign Financial Group Inc. now owns 20,587 shares of the company’s stock valued at $586,000 after buying an additional 389 shares during the period. Warwick Investment Management Inc. increased its stake in shares of Schwab US Small-Cap ETF by 0.6% in the fourth quarter. Warwick Investment Management Inc. now owns 64,336 shares of the company’s stock valued at $1,832,000 after buying an additional 393 shares during the period. Finally, Fifth Third Bancorp raised its holdings in Schwab US Small-Cap ETF by 46.0% in the 3rd quarter. Fifth Third Bancorp now owns 1,273 shares of the company’s stock valued at $36,000 after buying an additional 401 shares during the last quarter.

Schwab US Small-Cap ETF Price Performance

NYSEARCA:SCHA opened at $29.35 on Thursday. The firm’s 50 day simple moving average is $29.97 and its 200 day simple moving average is $29.00. Schwab US Small-Cap ETF has a one year low of $20.04 and a one year high of $31.25. The company has a market cap of $20.21 billion, a PE ratio of 17.65 and a beta of 1.13.

About Schwab US Small-Cap ETF

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.