K2 Financial Inc. Buys Shares of 135,253 Schwab US Small-Cap ETF (NYSEARCA:SCHA)

K2 Financial Inc. bought a new stake in Schwab US Small-Cap ETF (NYSEARCA:SCHAFree Report) during the fourth quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The institutional investor bought 135,253 shares of the company’s stock, valued at approximately $3,456,000. Schwab US Small-Cap ETF accounts for approximately 3.4% of K2 Financial Inc.’s portfolio, making the stock its 8th biggest position.

A number of other institutional investors also recently bought and sold shares of the company. Pine Valley Investments Ltd Liability Co lifted its holdings in Schwab US Small-Cap ETF by 7.4% in the third quarter. Pine Valley Investments Ltd Liability Co now owns 6,199 shares of the company’s stock valued at $319,000 after acquiring an additional 425 shares during the period. Planning Directions Inc. lifted its holdings in Schwab US Small-Cap ETF by 4.5% in the third quarter. Planning Directions Inc. now owns 10,097 shares of the company’s stock valued at $520,000 after acquiring an additional 437 shares during the period. Foster & Motley Inc. lifted its holdings in Schwab US Small-Cap ETF by 7.7% in the third quarter. Foster & Motley Inc. now owns 6,225 shares of the company’s stock valued at $321,000 after acquiring an additional 443 shares during the period. Claro Advisors LLC increased its position in Schwab US Small-Cap ETF by 2.2% in the third quarter. Claro Advisors LLC now owns 20,784 shares of the company’s stock worth $1,070,000 after buying an additional 454 shares in the last quarter. Finally, TD Capital Management LLC increased its position in Schwab US Small-Cap ETF by 100.4% in the fourth quarter. TD Capital Management LLC now owns 958 shares of the company’s stock worth $25,000 after buying an additional 480 shares in the last quarter.

Schwab US Small-Cap ETF Stock Down 1.6 %

Shares of SCHA opened at $24.12 on Friday. The business has a 50-day simple moving average of $26.13 and a two-hundred day simple moving average of $26.16. The stock has a market cap of $16.93 billion, a price-to-earnings ratio of 17.66 and a beta of 1.19. Schwab US Small-Cap ETF has a 52 week low of $22.53 and a 52 week high of $28.57.

Schwab US Small-Cap ETF Company Profile

(Free Report)

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.

Further Reading

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Institutional Ownership by Quarter for Schwab US Small-Cap ETF (NYSEARCA:SCHA)

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