Wrenne Financial Planning LLC boosted its position in Schwab US Small-Cap ETF (NYSEARCA:SCHA – Free Report) by 109.3% in the 4th quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The firm owned 12,131 shares of the company’s stock after purchasing an additional 6,335 shares during the quarter. Wrenne Financial Planning LLC’s holdings in Schwab US Small-Cap ETF were worth $314,000 at the end of the most recent reporting period.
Several other institutional investors have also added to or reduced their stakes in the company. Pine Valley Investments Ltd Liability Co raised its holdings in Schwab US Small-Cap ETF by 7.4% in the 3rd quarter. Pine Valley Investments Ltd Liability Co now owns 6,199 shares of the company’s stock valued at $319,000 after acquiring an additional 425 shares in the last quarter. Planning Directions Inc. raised its holdings in Schwab US Small-Cap ETF by 4.5% in the 3rd quarter. Planning Directions Inc. now owns 10,097 shares of the company’s stock valued at $520,000 after acquiring an additional 437 shares in the last quarter. Claro Advisors LLC raised its holdings in Schwab US Small-Cap ETF by 2.2% in the 3rd quarter. Claro Advisors LLC now owns 20,784 shares of the company’s stock valued at $1,070,000 after acquiring an additional 454 shares in the last quarter. Cassady Schiller Wealth Management LLC raised its holdings in Schwab US Small-Cap ETF by 77.0% in the 4th quarter. Cassady Schiller Wealth Management LLC now owns 1,055 shares of the company’s stock valued at $27,000 after acquiring an additional 459 shares in the last quarter. Finally, TD Capital Management LLC raised its holdings in Schwab US Small-Cap ETF by 100.4% in the 4th quarter. TD Capital Management LLC now owns 958 shares of the company’s stock valued at $25,000 after acquiring an additional 480 shares in the last quarter.
Schwab US Small-Cap ETF Price Performance
Shares of NYSEARCA SCHA opened at $23.74 on Monday. The stock has a market capitalization of $16.65 billion, a PE ratio of 16.27 and a beta of 1.21. The business has a fifty day moving average price of $25.85 and a two-hundred day moving average price of $26.11. Schwab US Small-Cap ETF has a fifty-two week low of $22.53 and a fifty-two 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.
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