WealthPlan Investment Management LLC Acquires New Holdings in Schwab US Small-Cap ETF (NYSEARCA:SCHA)

WealthPlan Investment Management LLC acquired a new stake in shares of Schwab US Small-Cap ETF (NYSEARCA:SCHA) during the fourth quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional investor acquired 27,661 shares of the company’s stock, valued at approximately $715,000.

Other hedge funds and other institutional investors also recently added to or reduced their stakes in the company. Capital Performance Advisors LLP purchased a new stake in Schwab US Small-Cap ETF during the third quarter valued at approximately $33,000. McClarren Financial Advisors Inc. purchased a new stake in Schwab US Small-Cap ETF during the fourth quarter valued at approximately $25,000. Pacifica Partners Inc. increased its stake in shares of Schwab US Small-Cap ETF by 100.0% in the fourth quarter. Pacifica Partners Inc. now owns 998 shares of the company’s stock worth $26,000 after purchasing an additional 499 shares in the last quarter. Westside Investment Management Inc. increased its stake in shares of Schwab US Small-Cap ETF by 186.7% in the third quarter. Westside Investment Management Inc. now owns 1,124 shares of the company’s stock worth $58,000 after purchasing an additional 732 shares in the last quarter. Finally, MassMutual Private Wealth & Trust FSB increased its stake in shares of Schwab US Small-Cap ETF by 95.6% in the fourth quarter. MassMutual Private Wealth & Trust FSB now owns 1,154 shares of the company’s stock worth $30,000 after purchasing an additional 564 shares in the last quarter.

Schwab US Small-Cap ETF Price Performance

Shares of NYSEARCA SCHA opened at $26.60 on Friday. The firm has a fifty day moving average price of $26.52 and a 200-day moving average price of $26.04. The stock has a market cap of $9.27 billion, a PE ratio of 14.51 and a beta of 1.19. Schwab US Small-Cap ETF has a 1 year low of $22.53 and a 1 year high of $28.57.

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.