Retirement Planning Group LLC Makes New $631,000 Investment in Schwab US Small-Cap ETF $SCHA

Retirement Planning Group LLC bought a new position in Schwab US Small-Cap ETF (NYSEARCA:SCHA) in the third quarter, according to the company in its most recent 13F filing with the SEC. The firm bought 19,329 shares of the company’s stock, valued at approximately $631,000.

A number of other institutional investors and hedge funds also recently added to or reduced their stakes in SCHA. CoreCap Advisors LLC grew its stake in Schwab US Small-Cap ETF by 3.9% during the 2nd quarter. CoreCap Advisors LLC now owns 1,656,885 shares of the company’s stock valued at $59,863,000 after purchasing an additional 61,945 shares during the last quarter. Gemmer Asset Management LLC increased its holdings in shares of Schwab US Small-Cap ETF by 0.8% in the third quarter. Gemmer Asset Management LLC now owns 1,529,297 shares of the company’s stock valued at $49,901,000 after purchasing an additional 12,150 shares during the period. Kohmann Bosshard Financial Services LLC increased its holdings in shares of Schwab US Small-Cap ETF by 1.3% in the first quarter. Kohmann Bosshard Financial Services LLC now owns 1,375,800 shares of the company’s stock valued at $40,057,000 after purchasing an additional 17,604 shares during the period. Cetera Investment Advisers raised its stake in shares of Schwab US Small-Cap ETF by 7.5% in the first quarter. Cetera Investment Advisers now owns 1,271,774 shares of the company’s stock worth $36,983,000 after purchasing an additional 88,435 shares during the last quarter. Finally, Dynamic Advisor Solutions LLC raised its stake in shares of Schwab US Small-Cap ETF by 2.5% in the second quarter. Dynamic Advisor Solutions LLC now owns 899,273 shares of the company’s stock worth $32,491,000 after purchasing an additional 21,722 shares during the last quarter.

Schwab US Small-Cap ETF Stock Up 0.3%

Shares of NYSEARCA:SCHA opened at $32.67 on Thursday. Schwab US Small-Cap ETF has a 52-week low of $26.45 and a 52-week high of $36.20. The stock has a market cap of $22.49 billion, a price-to-earnings ratio of 17.65 and a beta of 1.11. The business has a 50-day moving average price of $33.62 and a 200-day moving average price of $33.60.

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.