Jeppson Wealth Management LLC Raises Stock Holdings in Schwab US Small-Cap ETF (NYSEARCA:SCHA)

Jeppson Wealth Management LLC increased its holdings in Schwab US Small-Cap ETF (NYSEARCA:SCHA) by 98.8% during the fourth quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The firm owned 15,056 shares of the company’s stock after acquiring an additional 7,483 shares during the quarter. Jeppson Wealth Management LLC’s holdings in Schwab US Small-Cap ETF were worth $389,000 at the end of the most recent quarter.

A number of other institutional investors have also modified their holdings of the business. Pacifica Partners Inc. boosted its stake in shares of Schwab US Small-Cap ETF by 100.0% during the fourth quarter. Pacifica Partners Inc. now owns 998 shares of the company’s stock worth $26,000 after buying an additional 499 shares during the period. Massmutual Trust Co. FSB ADV purchased a new position in shares of Schwab US Small-Cap ETF in the 3rd quarter valued at approximately $30,000. MassMutual Private Wealth & Trust FSB raised its stake in shares of Schwab US Small-Cap ETF by 95.6% during the fourth quarter. MassMutual Private Wealth & Trust FSB now owns 1,154 shares of the company’s stock worth $30,000 after purchasing an additional 564 shares during the last quarter. Capital Performance Advisors LLP acquired a new stake in shares of Schwab US Small-Cap ETF during the third quarter worth $33,000. Finally, Lowe Wealth Advisors LLC purchased a new position in Schwab US Small-Cap ETF in the 4th quarter valued at $35,000.

Schwab US Small-Cap ETF Stock Performance

Shares of Schwab US Small-Cap ETF stock opened at $26.65 on Tuesday. Schwab US Small-Cap ETF has a one year low of $22.41 and a one year high of $28.57. The company has a market cap of $9.29 billion, a P/E ratio of 14.51 and a beta of 1.19. The firm has a fifty day moving average of $26.83 and a two-hundred day moving average of $25.91.

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.