LifeSteps Financial Inc. Has $275,000 Position in Schwab US Small-Cap ETF (NYSEARCA:SCHA)

LifeSteps Financial Inc. raised its stake in Schwab US Small-Cap ETF (NYSEARCA:SCHA) by 89.5% during the 4th quarter, according to the company in its most recent 13F filing with the SEC. The firm owned 10,621 shares of the company’s stock after buying an additional 5,016 shares during the quarter. LifeSteps Financial Inc.’s holdings in Schwab US Small-Cap ETF were worth $275,000 at the end of the most recent reporting period.

A number of other hedge funds and other institutional investors also recently added to or reduced their stakes in SCHA. JFS Wealth Advisors LLC boosted its position in Schwab US Small-Cap ETF by 80.6% during the fourth quarter. JFS Wealth Advisors LLC now owns 73,441 shares of the company’s stock valued at $1,899,000 after purchasing an additional 32,779 shares during the last quarter. World Investment Advisors LLC raised its stake in shares of Schwab US Small-Cap ETF by 20.3% during the 3rd quarter. World Investment Advisors LLC now owns 18,666 shares of the company’s stock worth $961,000 after purchasing an additional 3,147 shares in the last quarter. Sculati Wealth Management LLC lifted its holdings in shares of Schwab US Small-Cap ETF by 107.9% during the 3rd quarter. Sculati Wealth Management LLC now owns 116,663 shares of the company’s stock valued at $5,744,000 after buying an additional 60,552 shares during the last quarter. Fulcrum Equity Management grew its stake in shares of Schwab US Small-Cap ETF by 8.9% in the 3rd quarter. Fulcrum Equity Management now owns 19,115 shares of the company’s stock valued at $984,000 after buying an additional 1,559 shares in the last quarter. Finally, Synovus Financial Corp increased its holdings in Schwab US Small-Cap ETF by 80.7% in the third quarter. Synovus Financial Corp now owns 25,170 shares of the company’s stock worth $1,296,000 after buying an additional 11,242 shares during the last quarter.

Schwab US Small-Cap ETF Stock Down 2.7 %

NYSEARCA SCHA opened at $25.61 on Friday. The stock has a market capitalization of $17.97 billion, a PE ratio of 17.66 and a beta of 1.19. Schwab US Small-Cap ETF has a 12-month low of $22.53 and a 12-month high of $28.57. The company has a 50 day moving average price of $26.41 and a two-hundred day moving average price of $26.09.

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.