Wrenne Financial Planning LLC Has $314,000 Stock Position in Schwab US Small-Cap ETF (NYSEARCA:SCHA)

Wrenne Financial Planning LLC lifted its holdings in shares of Schwab US Small-Cap ETF (NYSEARCA:SCHA) by 109.3% in the fourth quarter, according to its most recent 13F filing with the SEC. The institutional investor owned 12,131 shares of the company’s stock after buying an additional 6,335 shares during the period. Wrenne Financial Planning LLC’s holdings in Schwab US Small-Cap ETF were worth $314,000 as of its most recent filing with the SEC.

A number of other institutional investors and hedge funds have also bought and sold shares of the company. Wealth Architects LLC increased its holdings in Schwab US Small-Cap ETF by 99.8% in the 4th quarter. Wealth Architects LLC now owns 133,224 shares of the company’s stock worth $3,445,000 after purchasing an additional 66,554 shares in the last quarter. Cozad Asset Management Inc. increased its holdings in Schwab US Small-Cap ETF by 100.0% in the 4th quarter. Cozad Asset Management Inc. now owns 38,007 shares of the company’s stock worth $983,000 after purchasing an additional 19,003 shares in the last quarter. Curio Wealth LLC acquired a new position in Schwab US Small-Cap ETF in the 4th quarter worth about $284,000. Cassady Schiller Wealth Management LLC increased its holdings in Schwab US Small-Cap ETF by 77.0% in the 4th quarter. Cassady Schiller Wealth Management LLC now owns 1,055 shares of the company’s stock worth $27,000 after purchasing an additional 459 shares in the last quarter. Finally, Clearwater Capital Advisors LLC increased its holdings in Schwab US Small-Cap ETF by 104.8% in the 4th quarter. Clearwater Capital Advisors LLC now owns 542,868 shares of the company’s stock worth $14,039,000 after purchasing an additional 277,761 shares in the last quarter.

Schwab US Small-Cap ETF Stock Up 2.5 %

Shares of SCHA opened at $23.74 on Monday. Schwab US Small-Cap ETF has a 12-month low of $22.53 and a 12-month high of $28.57. The business has a 50-day simple moving average of $25.85 and a two-hundred day simple moving average of $26.11. The stock has a market cap of $16.65 billion, a PE ratio of 16.27 and a beta of 1.21.

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.