Sequent Planning LLC Buys 16,321 Shares of Schwab US Small-Cap ETF $SCHA

Sequent Planning LLC lifted its stake in shares of Schwab US Small-Cap ETF (NYSEARCA:SCHA) by 35.6% in the 4th quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The fund owned 62,199 shares of the company’s stock after purchasing an additional 16,321 shares during the period. Sequent Planning LLC’s holdings in Schwab US Small-Cap ETF were worth $1,771,000 at the end of the most recent quarter.

Other institutional investors have also bought and sold shares of the company. TD Private Client Wealth LLC lifted its position in shares of Schwab US Small-Cap ETF by 41.4% during the 4th quarter. TD Private Client Wealth LLC now owns 47,559 shares of the company’s stock valued at $1,354,000 after buying an additional 13,934 shares during the last quarter. Independent Solutions Wealth Management LLC increased its holdings in Schwab US Small-Cap ETF by 1.9% in the 4th quarter. Independent Solutions Wealth Management LLC now owns 87,025 shares of the company’s stock worth $2,478,000 after acquiring an additional 1,643 shares during the last quarter. AlphaCore Capital LLC increased its holdings in Schwab US Small-Cap ETF by 1.3% in the 4th quarter. AlphaCore Capital LLC now owns 118,552 shares of the company’s stock worth $3,376,000 after acquiring an additional 1,563 shares during the last quarter. New York Life Investment Management LLC raised its stake in Schwab US Small-Cap ETF by 28.1% in the 4th quarter. New York Life Investment Management LLC now owns 1,730,408 shares of the company’s stock valued at $49,282,000 after acquiring an additional 379,639 shares during the period. Finally, Allworth Financial LP raised its stake in Schwab US Small-Cap ETF by 3.2% in the 4th quarter. Allworth Financial LP now owns 233,450 shares of the company’s stock valued at $6,649,000 after acquiring an additional 7,174 shares during the period.

Schwab US Small-Cap ETF Price Performance

NYSEARCA SCHA opened at $32.58 on Monday. The company has a market cap of $22.43 billion, a PE ratio of 17.65 and a beta of 1.10. Schwab US Small-Cap ETF has a 52 week low of $23.55 and a 52 week high of $33.66. The firm’s 50-day simple moving average is $30.76 and its two-hundred day simple moving average is $29.82.

About Schwab US Small-Cap ETF

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. The types of derivatives used by the Fund are options, futures, options on futures and swaps. The Fund may lend its portfolio securities to brokers, dealers and other financial institutions.