Coastline Complete Wealth LLC Makes New Investment in Schwab US Small-Cap ETF $SCHA

Coastline Complete Wealth LLC bought a new stake in Schwab US Small-Cap ETF (NYSEARCA:SCHA) in the 4th quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The firm bought 38,820 shares of the company’s stock, valued at approximately $1,106,000. Schwab US Small-Cap ETF comprises approximately 0.7% of Coastline Complete Wealth LLC’s investment portfolio, making the stock its 26th biggest position.

Other hedge funds have also recently made changes to their positions in the company. Bank of America Corp DE raised its holdings in Schwab US Small-Cap ETF by 5.3% in 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 buying an additional 962,262 shares during the last quarter. Northwestern Mutual Wealth Management Co. boosted its position in Schwab US Small-Cap ETF by 5.0% during the 4th quarter. Northwestern Mutual Wealth Management Co. now owns 5,502,072 shares of the company’s stock worth $156,699,000 after buying an additional 260,545 shares during the period. UBS Group AG grew its holdings in Schwab US Small-Cap ETF by 7.1% during the 3rd quarter. UBS Group AG now owns 4,096,983 shares of the company’s stock worth $114,306,000 after acquiring an additional 271,629 shares during the last quarter. Advisory Alpha LLC grew its holdings in Schwab US Small-Cap ETF by 9.4% during the 3rd quarter. Advisory Alpha LLC now owns 4,023,752 shares of the company’s stock worth $112,971,000 after acquiring an additional 346,784 shares during the last quarter. Finally, Valpey Financial Services LLC increased its position 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 valued at $103,632,000 after acquiring an additional 3,508,286 shares during the period.

Schwab US Small-Cap ETF Stock Performance

Shares of NYSEARCA SCHA opened at $35.19 on Friday. The firm has a 50 day moving average price of $33.01 and a two-hundred day moving average price of $30.85. The stock has a market cap of $24.23 billion, a P/E ratio of 17.65 and a beta of 1.10. Schwab US Small-Cap ETF has a 52-week low of $24.33 and a 52-week high of $35.53.

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. 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.