Focus Partners Wealth Increases Stake in Schwab US Small-Cap ETF $SCHA

Focus Partners Wealth boosted its stake in Schwab US Small-Cap ETF (NYSEARCA:SCHA) by 9.3% in the 4th quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The firm owned 1,412,043 shares of the company’s stock after purchasing an additional 119,952 shares during the quarter. Focus Partners Wealth owned approximately 0.21% of Schwab US Small-Cap ETF worth $40,215,000 as of its most recent filing with the Securities & Exchange Commission.

Several other large investors have also added to or reduced their stakes in SCHA. Valpey Financial Services LLC boosted its stake in Schwab US Small-Cap ETF by 2,689.1% in the 4th quarter. Valpey Financial Services LLC now owns 3,638,749 shares of the company’s stock worth $103,632,000 after purchasing an additional 3,508,286 shares during the period. Corient Private Wealth LLC boosted its position in shares of Schwab US Small-Cap ETF by 105.1% during the 2nd quarter. Corient Private Wealth LLC now owns 2,427,258 shares of the company’s stock valued at $61,427,000 after acquiring an additional 1,243,640 shares during the last quarter. Bank of America Corp DE boosted its position in shares of Schwab US Small-Cap ETF by 5.3% during the 2nd quarter. Bank of America Corp DE now owns 19,019,095 shares of the company’s stock valued at $481,183,000 after acquiring an additional 962,262 shares during the last quarter. FIDELIS iM LLC boosted its position in shares of Schwab US Small-Cap ETF by 409.7% during the 4th quarter. FIDELIS iM LLC now owns 822,969 shares of the company’s stock valued at $23,438,000 after acquiring an additional 661,509 shares during the last quarter. Finally, Wellington Management Group LLP bought a new stake in shares of Schwab US Small-Cap ETF during the 3rd quarter valued at about $18,024,000.

Schwab US Small-Cap ETF Trading Up 1.0%

Shares of SCHA opened at $35.19 on Tuesday. The company has a market cap of $24.23 billion, a PE ratio of 17.65 and a beta of 1.10. The stock has a 50-day moving average price of $32.70 and a 200-day moving average price of $30.72. Schwab US Small-Cap ETF has a 12-month low of $24.33 and a 12-month high of $35.53.

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.