Schwab US Small-Cap ETF (NYSEARCA:SCHA) Position Raised by Summit Wealth & Retirement Planning Inc.

Summit Wealth & Retirement Planning Inc. boosted its holdings in shares of Schwab US Small-Cap ETF (NYSEARCA:SCHA) by 100.8% in the 4th quarter, according to its most recent Form 13F filing with the SEC. The firm owned 590,903 shares of the company’s stock after buying an additional 296,621 shares during the period. Schwab US Small-Cap ETF makes up about 4.7% of Summit Wealth & Retirement Planning Inc.’s holdings, making the stock its 6th largest holding. Summit Wealth & Retirement Planning Inc. owned 0.17% of Schwab US Small-Cap ETF worth $15,281,000 at the end of the most recent quarter.

Several other hedge funds and other institutional investors have also added to or reduced their stakes in SCHA. Pacifica Partners Inc. boosted its holdings in shares of Schwab US Small-Cap ETF by 100.0% in the 4th quarter. Pacifica Partners Inc. now owns 998 shares of the company’s stock worth $26,000 after purchasing an additional 499 shares in the last quarter. MassMutual Private Wealth & Trust FSB boosted its stake 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 worth $30,000 after buying an additional 564 shares in the last quarter. Capital Performance Advisors LLP bought a new position in Schwab US Small-Cap ETF during the third quarter valued at approximately $33,000. Hamilton Point Investment Advisors LLC raised its stake in shares of Schwab US Small-Cap ETF by 143.0% during the fourth quarter. Hamilton Point Investment Advisors LLC now owns 1,293 shares of the company’s stock worth $33,000 after acquiring an additional 761 shares in the last quarter. Finally, Lowe Wealth Advisors LLC bought a new stake in shares of Schwab US Small-Cap ETF in the 4th quarter worth approximately $35,000.

Schwab US Small-Cap ETF Stock Down 1.0 %

Schwab US Small-Cap ETF stock opened at $26.64 on Friday. The firm has a fifty day simple moving average of $26.64 and a two-hundred day simple moving average of $26.01. Schwab US Small-Cap ETF has a twelve month low of $22.53 and a twelve month high of $28.57. The company has a market capitalization of $9.29 billion, a PE ratio of 14.51 and a beta of 1.19.

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.