Elwood & Goetz Wealth Advisory Group LLC Has $4.50 Million Stock Holdings in Schwab US Small-Cap ETF (NYSEARCA:SCHA)

Elwood & Goetz Wealth Advisory Group LLC lessened its position in shares of Schwab US Small-Cap ETF (NYSEARCA:SCHA) by 8.5% during the 4th quarter, HoldingsChannel reports. The fund owned 95,274 shares of the company’s stock after selling 8,804 shares during the quarter. Schwab US Small-Cap ETF accounts for about 1.0% of Elwood & Goetz Wealth Advisory Group LLC’s investment portfolio, making the stock its 19th largest holding. Elwood & Goetz Wealth Advisory Group LLC’s holdings in Schwab US Small-Cap ETF were worth $4,501,000 at the end of the most recent quarter.

Other large investors have also made changes to their positions in the company. CreativeOne Wealth LLC lifted its stake in Schwab US Small-Cap ETF by 3.0% in the fourth quarter. CreativeOne Wealth LLC now owns 7,583 shares of the company’s stock valued at $307,000 after buying an additional 220 shares during the period. Mutual Advisors LLC raised its position in shares of Schwab US Small-Cap ETF by 1.5% during the fourth quarter. Mutual Advisors LLC now owns 15,394 shares of the company’s stock worth $727,000 after purchasing an additional 221 shares during the period. Benjamin F. Edwards & Company Inc. raised its position in shares of Schwab US Small-Cap ETF by 2.3% during the second quarter. Benjamin F. Edwards & Company Inc. now owns 10,590 shares of the company’s stock worth $464,000 after purchasing an additional 236 shares during the period. Baltimore Washington Financial Advisors Inc. acquired a new stake in shares of Schwab US Small-Cap ETF during the first quarter worth about $4,025,000. Finally, Spire Wealth Management raised its position in shares of Schwab US Small-Cap ETF by 1.1% during the third quarter. Spire Wealth Management now owns 23,485 shares of the company’s stock worth $973,000 after purchasing an additional 251 shares during the period.

Schwab US Small-Cap ETF Price Performance

NYSEARCA SCHA opened at $49.24 on Friday. The firm has a market cap of $17.03 billion, a P/E ratio of 11.63 and a beta of 1.17. The stock’s 50-day moving average is $47.12 and its 200-day moving average is $44.27. Schwab US Small-Cap ETF has a one year low of $38.05 and a one 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.