Breachway Investments LLC Takes Position in Schwab US Small-Cap ETF $SCHA

Breachway Investments LLC bought a new stake in Schwab US Small-Cap ETF (NYSEARCA:SCHA) in the fourth quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The firm bought 88,483 shares of the company’s stock, valued at approximately $2,520,000. Schwab US Small-Cap ETF accounts for 2.7% of Breachway Investments LLC’s investment portfolio, making the stock its 9th biggest holding.

Other institutional investors and hedge funds also recently made changes to their positions in the company. New York Life Investment Management LLC raised its stake in Schwab US Small-Cap ETF by 151.5% during the third quarter. New York Life Investment Management LLC now owns 1,350,769 shares of the company’s stock valued at $37,686,000 after buying an additional 813,680 shares during the last quarter. Game Plan Financial Advisors LLC raised its stake in Schwab US Small-Cap ETF by 20.5% during the third quarter. Game Plan Financial Advisors LLC now owns 202,467 shares of the company’s stock valued at $5,649,000 after buying an additional 34,453 shares during the last quarter. CIBC Private Wealth Group LLC raised its stake in Schwab US Small-Cap ETF by 41.3% during the third quarter. CIBC Private Wealth Group LLC now owns 70,203 shares of the company’s stock valued at $1,959,000 after buying an additional 20,505 shares during the last quarter. Kavar Capital Partners Group LLC raised its stake in Schwab US Small-Cap ETF by 7.3% during the third quarter. Kavar Capital Partners Group LLC now owns 262,115 shares of the company’s stock valued at $7,313,000 after buying an additional 17,932 shares during the last quarter. Finally, EverSource Wealth Advisors LLC raised its stake in Schwab US Small-Cap ETF by 494.9% during the third quarter. EverSource Wealth Advisors LLC now owns 59,363 shares of the company’s stock valued at $1,656,000 after buying an additional 49,385 shares during the last quarter.

Schwab US Small-Cap ETF Trading Up 0.6%

Shares of NYSEARCA:SCHA opened at $32.42 on Tuesday. The stock has a fifty day simple moving average of $30.06 and a two-hundred day simple moving average of $29.28. The stock has a market capitalization of $22.32 billion, a price-to-earnings ratio of 17.65 and a beta of 1.09. Schwab US Small-Cap ETF has a 12-month low of $21.12 and a 12-month high of $32.46.

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. 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.