Sequent Planning LLC Purchases New Position in Schwab US Small-Cap ETF $SCHA

Sequent Planning LLC purchased a new stake in Schwab US Small-Cap ETF (NYSEARCA:SCHA) during the third quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The fund purchased 45,878 shares of the company’s stock, valued at approximately $1,280,000.

Several other large investors have also recently added to or reduced their stakes in the company. Godsey & Gibb Inc. acquired a new stake in shares of Schwab US Small-Cap ETF during the third quarter worth approximately $28,000. Kiker Wealth Management LLC acquired a new stake in shares of Schwab US Small-Cap ETF during the third quarter worth approximately $31,000. Hantz Financial Services Inc. boosted its holdings in shares of Schwab US Small-Cap ETF by 111.7% in the 2nd quarter. Hantz Financial Services Inc. now owns 1,137 shares of the company’s stock worth $29,000 after acquiring an additional 600 shares in the last quarter. Fifth Third Bancorp boosted its holdings in shares of Schwab US Small-Cap ETF by 46.0% in the 3rd quarter. Fifth Third Bancorp now owns 1,273 shares of the company’s stock worth $36,000 after acquiring an additional 401 shares in the last quarter. Finally, First Horizon Corp acquired a new position in shares of Schwab US Small-Cap ETF in the 3rd quarter worth approximately $45,000.

Schwab US Small-Cap ETF Price Performance

SCHA stock opened at $29.19 on Friday. The business has a fifty day moving average price of $30.23 and a 200 day moving average price of $28.77. Schwab US Small-Cap ETF has a fifty-two week low of $20.04 and a fifty-two week high of $31.25. The stock has a market capitalization of $20.10 billion, a price-to-earnings ratio of 17.65 and a beta of 1.13.

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.