Golden Bell Financial Planning LLC Invests $220,000 in Schwab US Small-Cap ETF (NYSEARCA:SCHA)

Golden Bell Financial Planning LLC acquired a new position in Schwab US Small-Cap ETF (NYSEARCA:SCHA) during the fourth quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The fund acquired 8,520 shares of the company’s stock, valued at approximately $220,000.

Other institutional investors and hedge funds have also recently modified their holdings of the company. JFS Wealth Advisors LLC grew its position in shares of Schwab US Small-Cap ETF by 80.6% in the 4th quarter. JFS Wealth Advisors LLC now owns 73,441 shares of the company’s stock worth $1,899,000 after buying an additional 32,779 shares during the last quarter. Principal Securities Inc. boosted its stake in Schwab US Small-Cap ETF by 129.6% in the 4th quarter. Principal Securities Inc. now owns 19,299 shares of the company’s stock worth $499,000 after purchasing an additional 10,895 shares in the last quarter. World Investment Advisors LLC boosted its stake in Schwab US Small-Cap ETF by 20.3% in the 3rd quarter. World Investment Advisors LLC now owns 18,666 shares of the company’s stock worth $961,000 after purchasing an additional 3,147 shares in the last quarter. Sculati Wealth Management LLC boosted its stake in Schwab US Small-Cap ETF by 107.9% in the 3rd quarter. Sculati Wealth Management LLC now owns 116,663 shares of the company’s stock worth $5,744,000 after purchasing an additional 60,552 shares in the last quarter. Finally, Fulcrum Equity Management boosted its stake in Schwab US Small-Cap ETF by 8.9% in the 3rd quarter. Fulcrum Equity Management now owns 19,115 shares of the company’s stock worth $984,000 after purchasing an additional 1,559 shares in the last quarter.

Schwab US Small-Cap ETF Stock Down 2.7 %

SCHA stock opened at $25.61 on Friday. The firm has a 50 day moving average of $26.38 and a 200 day moving average of $26.11. The stock has a market capitalization of $17.97 billion, a PE ratio of 17.66 and a beta of 1.19. Schwab US Small-Cap ETF has a 52 week low of $22.53 and a 52 week high of $28.57.

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.