Compass Financial Group INC SD increased its holdings in shares of Schwab US Small-Cap ETF (NYSEARCA:SCHA – Free Report) by 106.8% in the fourth quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The firm owned 239,375 shares of the company’s stock after purchasing an additional 123,602 shares during the period. Schwab US Small-Cap ETF accounts for 1.2% of Compass Financial Group INC SD’s investment portfolio, making the stock its 12th largest holding. Compass Financial Group INC SD’s holdings in Schwab US Small-Cap ETF were worth $6,190,000 as of its most recent SEC filing.
Several other hedge funds and other institutional investors also recently bought and sold shares of SCHA. Trust Co. of Vermont purchased a new stake in shares of Schwab US Small-Cap ETF during the third quarter worth approximately $84,000. Leverty Financial Group LLC raised its position in Schwab US Small-Cap ETF by 25.3% during the 3rd quarter. Leverty Financial Group LLC now owns 16,958 shares of the company’s stock worth $873,000 after buying an additional 3,420 shares during the last quarter. Kozak & Associates Inc. lifted its stake in shares of Schwab US Small-Cap ETF by 96.7% in the 3rd quarter. Kozak & Associates Inc. now owns 8,351 shares of the company’s stock worth $430,000 after acquiring an additional 4,105 shares during the period. Claro Advisors LLC increased its stake in shares of Schwab US Small-Cap ETF by 438.4% during the third quarter. Claro Advisors LLC now owns 109,455 shares of the company’s stock worth $5,637,000 after acquiring an additional 89,125 shares during the period. Finally, Joule Financial LLC increased its stake in shares of Schwab US Small-Cap ETF by 0.9% during the third quarter. Joule Financial LLC now owns 308,534 shares of the company’s stock worth $15,889,000 after acquiring an additional 2,670 shares during the period.
Schwab US Small-Cap ETF Stock Down 0.1 %
Shares of NYSEARCA:SCHA opened at $26.60 on Friday. The company has a 50-day moving average price of $26.52 and a 200 day moving average price of $26.04. Schwab US Small-Cap ETF has a 52 week low of $22.53 and a 52 week high of $28.57. The company has a market cap of $9.27 billion, a P/E ratio of 14.51 and a beta of 1.19.
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.
Featured Articles
- Five stocks we like better than Schwab US Small-Cap ETF
- What is a Dividend King?
- NVIDIA’s Hidden AI Play: The Truth Behind Its WeRide Investment
- CD Calculator: Certificate of Deposit Calculator
- Up 50% in January, Twilio’s Pullback Is the Time to Buy
- Most Volatile Stocks, What Investors Need to Know
- Watch These 3 Stocks—High Short Interest and Big Upside Potential
Want to see what other hedge funds are holding SCHA? Visit HoldingsChannel.com to get the latest 13F filings and insider trades for Schwab US Small-Cap ETF (NYSEARCA:SCHA – Free Report).
Receive News & Ratings for Schwab US Small-Cap ETF Daily - Enter your email address below to receive a concise daily summary of the latest news and analysts' ratings for Schwab US Small-Cap ETF and related companies with MarketBeat.com's FREE daily email newsletter.