Coastline Complete Wealth LLC Purchases Shares of 38,820 Schwab US Small-Cap ETF $SCHA

Coastline Complete Wealth LLC purchased a new stake in Schwab US Small-Cap ETF (NYSEARCA:SCHA) in the 4th quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The institutional investor purchased 38,820 shares of the company’s stock, valued at approximately $1,106,000. Schwab US Small-Cap ETF accounts for about 0.7% of Coastline Complete Wealth LLC’s holdings, making the stock its 26th largest position.

A number of other hedge funds also recently made changes to their positions in the stock. CIBC Private Wealth Group LLC boosted its holdings in Schwab US Small-Cap ETF by 41.3% in the third quarter. CIBC Private Wealth Group LLC now owns 70,203 shares of the company’s stock valued at $1,959,000 after acquiring an additional 20,505 shares during the last quarter. Meriwether Wealth & Planning LLC bought a new position in Schwab US Small-Cap ETF during the 4th quarter worth approximately $5,580,000. EverSource Wealth Advisors LLC lifted its position in shares of Schwab US Small-Cap ETF by 494.9% in the 3rd quarter. EverSource Wealth Advisors LLC now owns 59,363 shares of the company’s stock worth $1,656,000 after purchasing an additional 49,385 shares during the period. Integrity Advisory Solutions LLC acquired a new position in shares of Schwab US Small-Cap ETF in the 3rd quarter worth approximately $4,886,000. Finally, Dorato Capital Management acquired a new position in shares of Schwab US Small-Cap ETF in the 4th quarter worth approximately $2,419,000.

Schwab US Small-Cap ETF Stock Performance

NYSEARCA:SCHA opened at $35.19 on Friday. Schwab US Small-Cap ETF has a 52 week low of $24.33 and a 52 week high of $35.53. The firm’s fifty day moving average is $33.01 and its 200-day moving average is $30.85. The firm has a market cap of $24.23 billion, a P/E ratio of 17.65 and a beta of 1.10.

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.