Jacobs Equity LLC Makes New Investment in Schwab US Small-Cap ETF $SCHA

Jacobs Equity LLC purchased a new stake in Schwab US Small-Cap ETF (NYSEARCA:SCHA) during the 4th quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The institutional investor purchased 65,032 shares of the company’s stock, valued at approximately $1,852,000. Schwab US Small-Cap ETF makes up about 1.8% of Jacobs Equity LLC’s investment portfolio, making the stock its 10th largest holding.

Several other large investors have also modified their holdings of the business. Mercer Global Advisors Inc. ADV increased its stake in shares of Schwab US Small-Cap ETF by 3.0% during the 4th quarter. Mercer Global Advisors Inc. ADV now owns 2,123,561 shares of the company’s stock worth $61,054,000 after purchasing an additional 62,217 shares in the last quarter. Virtue Capital Management LLC lifted its stake in Schwab US Small-Cap ETF by 18.2% in the 4th quarter. Virtue Capital Management LLC now owns 54,176 shares of the company’s stock valued at $1,560,000 after buying an additional 8,328 shares in the last quarter. Vident Advisory LLC acquired a new stake in Schwab US Small-Cap ETF during the 4th quarter valued at $227,000. Beacon Pointe Advisors LLC grew its holdings in Schwab US Small-Cap ETF by 3.1% during the 4th quarter. Beacon Pointe Advisors LLC now owns 853,528 shares of the company’s stock valued at $24,308,000 after buying an additional 25,576 shares during the last quarter. Finally, EP Wealth Advisors LLC acquired a new stake in Schwab US Small-Cap ETF during the 4th quarter valued at $6,073,000.

Schwab US Small-Cap ETF Stock Performance

Schwab US Small-Cap ETF stock opened at $35.19 on Friday. Schwab US Small-Cap ETF has a fifty-two week low of $24.33 and a fifty-two week high of $35.53. The company has a market capitalization of $24.23 billion, a price-to-earnings ratio of 17.65 and a beta of 1.10. The stock has a fifty day moving average of $33.01 and a two-hundred day moving average of $30.85.

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.