Hart & Patterson Financial Group LLC Grows Holdings in Schwab US Small-Cap ETF (NYSEARCA:SCHA)

Hart & Patterson Financial Group LLC raised its stake in Schwab US Small-Cap ETF (NYSEARCA:SCHA) by 88.1% in the 4th quarter, according to its most recent filing with the SEC. The fund owned 253,224 shares of the company’s stock after purchasing an additional 118,612 shares during the period. Schwab US Small-Cap ETF accounts for approximately 3.2% of Hart & Patterson Financial Group LLC’s holdings, making the stock its 11th biggest holding. Hart & Patterson Financial Group LLC’s holdings in Schwab US Small-Cap ETF were worth $6,548,000 at the end of the most recent reporting period.

A number of other institutional investors have also made changes to their positions in the company. Massmutual Trust Co. FSB ADV acquired a new position in Schwab US Small-Cap ETF in the third quarter valued at approximately $30,000. Capital Performance Advisors LLP bought a new stake in Schwab US Small-Cap ETF in the 3rd quarter valued at about $33,000. Lowe Wealth Advisors LLC acquired a new position in Schwab US Small-Cap ETF during the 4th quarter valued at about $35,000. Sound Income Strategies LLC raised its holdings in shares of Schwab US Small-Cap ETF by 604.3% during the third quarter. Sound Income Strategies LLC now owns 824 shares of the company’s stock valued at $42,000 after buying an additional 707 shares during the last quarter. Finally, Versant Capital Management Inc boosted its position in shares of Schwab US Small-Cap ETF by 100.1% during the fourth quarter. Versant Capital Management Inc now owns 1,833 shares of the company’s stock worth $47,000 after buying an additional 917 shares during the period.

Schwab US Small-Cap ETF Price Performance

SCHA opened at $25.55 on Tuesday. The stock’s 50 day moving average price is $26.94 and its 200 day moving average price is $25.72. The stock has a market cap of $8.91 billion, a P/E ratio of 14.51 and a beta of 1.19. Schwab US Small-Cap ETF has a 12 month low of $22.24 and a 12 month high of $28.57.

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.