Financial Consulate Inc. Increases Stake in Schwab U S Small Cap ETF (NYSEARCA:SCHA)

Financial Consulate Inc. boosted its position in shares of Schwab U S Small Cap ETF (NYSEARCA:SCHA) by 4.5% during the 4th quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The fund owned 31,247 shares of the company’s stock after purchasing an additional 1,335 shares during the period. Schwab U S Small Cap ETF comprises 1.1% of Financial Consulate Inc.’s holdings, making the stock its 22nd biggest holding. Financial Consulate Inc.’s holdings in Schwab U S Small Cap ETF were worth $2,179,000 at the end of the most recent quarter.

A number of other large investors have also recently modified their holdings of the stock. Bogart Wealth LLC bought a new position in Schwab U S Small Cap ETF in the 4th quarter worth about $672,000. Broadleaf Partners LLC bought a new position in Schwab U S Small Cap ETF in the 4th quarter worth about $1,006,000. Moneywise Inc. grew its stake in Schwab U S Small Cap ETF by 2.0% in the 4th quarter. Moneywise Inc. now owns 182,390 shares of the company’s stock worth $12,720,000 after acquiring an additional 3,546 shares in the last quarter. Atlantic Trust Group LLC grew its stake in Schwab U S Small Cap ETF by 174.5% in the 3rd quarter. Atlantic Trust Group LLC now owns 45,974 shares of the company’s stock worth $3,098,000 after acquiring an additional 29,228 shares in the last quarter. Finally, Koshinski Asset Management Inc. grew its stake in Schwab U S Small Cap ETF by 175.2% in the 4th quarter. Koshinski Asset Management Inc. now owns 22,955 shares of the company’s stock worth $1,601,000 after acquiring an additional 14,613 shares in the last quarter.

Shares of Schwab U S Small Cap ETF (NYSEARCA SCHA) traded up $0.02 during mid-day trading on Tuesday, reaching $67.77. 167,802 shares of the company’s stock were exchanged, compared to its average volume of 514,178. Schwab U S Small Cap ETF has a twelve month low of $60.73 and a twelve month high of $73.45.

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About Schwab U S 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.

Institutional Ownership by Quarter for Schwab U S Small Cap ETF (NYSEARCA:SCHA)

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