Access Financial Services Inc. Purchases 886 Shares of Schwab U S Small Cap ETF (SCHA)

Access Financial Services Inc. grew its stake in shares of Schwab U S Small Cap ETF (NYSEARCA:SCHA) by 1.5% in the fourth quarter, according to its most recent disclosure with the Securities and Exchange Commission. The firm owned 61,409 shares of the company’s stock after purchasing an additional 886 shares during the quarter. Schwab U S Small Cap ETF makes up approximately 3.0% of Access Financial Services Inc.’s investment portfolio, making the stock its 8th largest position. Access Financial Services Inc. owned approximately 0.06% of Schwab U S Small Cap ETF worth $4,283,000 as of its most recent filing with the Securities and Exchange Commission.

Other institutional investors and hedge funds also recently modified their holdings of the company. First National Bank of Mount Dora Trust Investment Services purchased a new stake in shares of Schwab U S Small Cap ETF during the fourth quarter valued at $209,000. Accurate Investment Solutions Inc. purchased a new stake in shares of Schwab U S Small Cap ETF during the fourth quarter valued at $419,000. Bogart Wealth LLC purchased a new stake in shares of Schwab U S Small Cap ETF during the fourth quarter valued at $672,000. Broadleaf Partners LLC purchased a new stake in shares of Schwab U S Small Cap ETF during the fourth quarter valued at $1,006,000. Finally, Appleton Partners Inc. MA boosted its stake in shares of Schwab U S Small Cap ETF by 94.9% during the fourth quarter. Appleton Partners Inc. MA now owns 20,511 shares of the company’s stock valued at $1,430,000 after purchasing an additional 9,989 shares during the period.

Schwab U S Small Cap ETF (NYSEARCA SCHA) traded up $0.11 during trading hours on Tuesday, reaching $72.45. 375,700 shares of the company were exchanged, compared to its average volume of 548,267. Schwab U S Small Cap ETF has a 52 week low of $60.73 and a 52 week high of $72.54.

The firm also recently disclosed a quarterly dividend, which was paid on Friday, December 22nd. Investors of record on Tuesday, December 19th were paid a $0.3223 dividend. This represents a $1.29 dividend on an annualized basis and a yield of 1.78%. The ex-dividend date was Monday, December 18th.

WARNING: “Access Financial Services Inc. Purchases 886 Shares of Schwab U S Small Cap ETF (SCHA)” was first reported by Transcript Daily and is the sole property of of Transcript Daily. If you are viewing this news story on another site, it was illegally copied and reposted in violation of United States & international copyright legislation. The correct version of this news story can be viewed at https://transcriptdaily.com/2018/01/16/access-financial-services-inc-purchases-886-shares-of-schwab-u-s-small-cap-etf-scha.html.

Schwab U S 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.

Institutional Ownership by Quarter for Schwab U S Small Cap ETF (NYSEARCA:SCHA)

Receive News & Ratings for Schwab U S Small Cap ETF Daily - Enter your email address below to receive a concise daily summary of the latest news and analysts' ratings for Schwab U S Small Cap ETF and related companies with MarketBeat.com's FREE daily email newsletter.

Leave a Reply