Stone Summit Wealth LLC Acquires 6,640 Shares of Schwab US Small-Cap ETF (NYSEARCA:SCHA)

Stone Summit Wealth LLC increased its holdings in Schwab US Small-Cap ETF (NYSEARCA:SCHA) by 82.8% in the fourth quarter, HoldingsChannel.com reports. The fund owned 14,663 shares of the company’s stock after acquiring an additional 6,640 shares during the period. Stone Summit Wealth LLC’s holdings in Schwab US Small-Cap ETF were worth $379,000 at the end of the most recent quarter.

Several other large investors have also added to or reduced their stakes in the stock. Capital Performance Advisors LLP purchased a new stake in shares of Schwab US Small-Cap ETF in the 3rd quarter worth about $33,000. Sound Income Strategies LLC lifted its holdings in Schwab US Small-Cap ETF by 604.3% in the third quarter. Sound Income Strategies LLC now owns 824 shares of the company’s stock worth $42,000 after buying an additional 707 shares during the period. Pacifica Partners Inc. boosted its position in Schwab US Small-Cap ETF by 100.0% during the 4th 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. Westside Investment Management Inc. grew its holdings in shares of Schwab US Small-Cap ETF by 186.7% during the 3rd quarter. Westside Investment Management Inc. now owns 1,124 shares of the company’s stock worth $58,000 after acquiring an additional 732 shares during the period. Finally, MassMutual Private Wealth & Trust FSB raised its position in shares of Schwab US Small-Cap ETF by 95.6% in the 4th quarter. MassMutual Private Wealth & Trust FSB now owns 1,154 shares of the company’s stock worth $30,000 after acquiring an additional 564 shares in the last quarter.

Schwab US Small-Cap ETF Stock Down 1.0 %

NYSEARCA SCHA opened at $26.64 on Monday. The firm has a market capitalization of $9.29 billion, a PE ratio of 14.51 and a beta of 1.19. The stock’s 50 day moving average is $26.64 and its 200 day moving average is $26.02. Schwab US Small-Cap ETF has a twelve month low of $22.53 and a twelve month high of $28.57.

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.