Victrix Investment Advisors Acquires New Stake in Schwab US Small-Cap ETF $SCHA

Victrix Investment Advisors acquired a new stake in shares of Schwab US Small-Cap ETF (NYSEARCA:SCHA) during the fourth quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The firm acquired 235,228 shares of the company’s stock, valued at approximately $6,699,000. Schwab US Small-Cap ETF comprises approximately 2.6% of Victrix Investment Advisors’ portfolio, making the stock its 8th largest holding.

Other large investors have also made changes to their positions in the company. New York Life Investment Management LLC boosted its stake in shares of Schwab US Small-Cap ETF by 151.5% during the third quarter. New York Life Investment Management LLC now owns 1,350,769 shares of the company’s stock valued at $37,686,000 after acquiring an additional 813,680 shares during the last quarter. CIBC Private Wealth Group LLC boosted its stake in shares of Schwab US Small-Cap ETF by 41.3% during the third quarter. CIBC Private Wealth Group LLC now owns 70,203 shares of the company’s stock valued at $1,959,000 after acquiring an additional 20,505 shares during the last quarter. EverSource Wealth Advisors LLC boosted its stake in shares of Schwab US Small-Cap ETF by 494.9% during the third quarter. EverSource Wealth Advisors LLC now owns 59,363 shares of the company’s stock valued at $1,656,000 after acquiring an additional 49,385 shares during the last quarter. Meriwether Wealth & Planning LLC acquired a new stake in shares of Schwab US Small-Cap ETF during the fourth quarter valued at $5,580,000. Finally, Dorato Capital Management acquired a new stake in shares of Schwab US Small-Cap ETF during the fourth quarter valued at $2,419,000.

Schwab US Small-Cap ETF Stock Up 0.9%

SCHA opened at $34.36 on Friday. The firm has a market cap of $23.66 billion, a P/E ratio of 17.65 and a beta of 1.10. Schwab US Small-Cap ETF has a 52 week low of $24.33 and a 52 week high of $34.48. The business’s fifty day simple moving average is $32.00 and its 200 day simple moving average is $30.39.

Schwab US Small-Cap ETF 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.