Valpey Financial Services LLC Increases Stock Holdings in Schwab US Small-Cap ETF $SCHA

Valpey Financial Services LLC grew its position in Schwab US Small-Cap ETF (NYSEARCA:SCHA) by 2,689.1% in the fourth quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The institutional investor owned 3,638,749 shares of the company’s stock after buying an additional 3,508,286 shares during the quarter. Valpey Financial Services LLC owned 0.53% of Schwab US Small-Cap ETF worth $103,632,000 at the end of the most recent quarter.

A number of other hedge funds have also made changes to their positions in SCHA. Corient Private Wealth LLC increased its position in shares of Schwab US Small-Cap ETF by 105.1% in the second quarter. Corient Private Wealth LLC now owns 2,427,258 shares of the company’s stock valued at $61,427,000 after buying an additional 1,243,640 shares in the last quarter. Bank of America Corp DE increased its position in shares of Schwab US Small-Cap ETF by 5.3% in the second quarter. Bank of America Corp DE now owns 19,019,095 shares of the company’s stock valued at $481,183,000 after buying an additional 962,262 shares in the last quarter. New York Life Investment Management LLC increased its position in shares of Schwab US Small-Cap ETF by 151.5% in 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 in the last quarter. FIDELIS iM LLC increased its position in shares of Schwab US Small-Cap ETF by 409.7% in the fourth quarter. FIDELIS iM LLC now owns 822,969 shares of the company’s stock valued at $23,438,000 after buying an additional 661,509 shares in the last quarter. Finally, Wellington Management Group LLP purchased a new position in shares of Schwab US Small-Cap ETF in the third quarter valued at $18,024,000.

Schwab US Small-Cap ETF Stock Up 0.5%

Shares of SCHA stock opened at $34.16 on Friday. Schwab US Small-Cap ETF has a fifty-two week low of $23.84 and a fifty-two week high of $34.28. The stock has a market cap of $23.52 billion, a P/E ratio of 17.65 and a beta of 1.10. The business has a fifty day simple moving average of $31.48 and a 200-day simple moving average of $30.16.

About Schwab US Small-Cap ETF

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.