Schwab US Small-Cap ETF (NYSEARCA:SCHA) Shares Purchased by Beaumont Financial Advisors LLC

Beaumont Financial Advisors LLC boosted its position in Schwab US Small-Cap ETF (NYSEARCA:SCHA) by 121.5% during the fourth quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund owned 22,925 shares of the company’s stock after buying an additional 12,577 shares during the period. Beaumont Financial Advisors LLC’s holdings in Schwab US Small-Cap ETF were worth $593,000 as of its most recent SEC filing.

Several other institutional investors also recently bought and sold shares of the company. Pacifica Partners Inc. boosted its holdings in shares of Schwab US Small-Cap ETF by 100.0% in the fourth quarter. Pacifica Partners Inc. now owns 998 shares of the company’s stock valued at $26,000 after acquiring an additional 499 shares in the last quarter. Massmutual Trust Co. FSB ADV purchased a new position in Schwab US Small-Cap ETF during the third quarter worth about $30,000. MassMutual Private Wealth & Trust FSB lifted its position in Schwab US Small-Cap ETF by 95.6% in the fourth quarter. MassMutual Private Wealth & Trust FSB now owns 1,154 shares of the company’s stock valued at $30,000 after purchasing an additional 564 shares during the period. Capital Performance Advisors LLP purchased a new stake in Schwab US Small-Cap ETF in the 3rd quarter valued at approximately $33,000. Finally, Lowe Wealth Advisors LLC acquired a new position in Schwab US Small-Cap ETF during the 4th quarter worth approximately $35,000.

Schwab US Small-Cap ETF Trading Down 0.6 %

Shares of SCHA stock opened at $26.89 on Thursday. The stock has a 50 day simple moving average of $26.83 and a 200-day simple moving average of $25.84. The company has a market cap of $9.37 billion, a price-to-earnings ratio of 14.51 and a beta of 1.19. Schwab US Small-Cap ETF has a 12-month low of $22.41 and a 12-month high of $28.57.

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.