Empirical Financial Services LLC d.b.a. Empirical Wealth Management Acquires 51,455 Shares of Schwab US Small-Cap ETF $SCHA

Empirical Financial Services LLC d.b.a. Empirical Wealth Management raised its holdings in Schwab US Small-Cap ETF (NYSEARCA:SCHA) by 11.1% during the fourth quarter, according to the company in its most recent 13F filing with the SEC. The institutional investor owned 513,395 shares of the company’s stock after purchasing an additional 51,455 shares during the quarter. Empirical Financial Services LLC d.b.a. Empirical Wealth Management owned 0.07% of Schwab US Small-Cap ETF worth $14,621,000 as of its most recent SEC filing.

Several other hedge funds and other institutional investors also recently modified their holdings of the business. Bank of America Corp DE boosted its stake in Schwab US Small-Cap ETF by 5.3% in the second quarter. Bank of America Corp DE now owns 19,019,095 shares of the company’s stock valued at $481,183,000 after buying an additional 962,262 shares in the last quarter. Sei Investments Co. grew its position in Schwab US Small-Cap ETF by 8.0% in the second quarter. Sei Investments Co. now owns 15,481,401 shares of the company’s stock valued at $391,681,000 after acquiring an additional 1,144,820 shares during the last quarter. Northwestern Mutual Wealth Management Co. raised its stake in Schwab US Small-Cap ETF by 6.0% during the third quarter. Northwestern Mutual Wealth Management Co. now owns 5,241,527 shares of the company’s stock worth $146,239,000 after acquiring an additional 297,189 shares in the last quarter. UBS Group AG raised its stake in Schwab US Small-Cap ETF by 7.1% during the third quarter. UBS Group AG now owns 4,096,983 shares of the company’s stock worth $114,306,000 after acquiring an additional 271,629 shares in the last quarter. Finally, Advisory Alpha LLC lifted its holdings in shares of Schwab US Small-Cap ETF by 9.4% in the third quarter. Advisory Alpha LLC now owns 4,023,752 shares of the company’s stock worth $112,971,000 after acquiring an additional 346,784 shares during the last quarter.

Schwab US Small-Cap ETF Trading Up 0.9%

SCHA opened at $29.35 on Thursday. The company’s 50 day moving average is $29.97 and its 200-day moving average is $29.00. Schwab US Small-Cap ETF has a 1-year low of $20.04 and a 1-year high of $31.25. The company has a market cap of $20.21 billion, a P/E ratio of 17.65 and a beta of 1.13.

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. 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.