Sequent Planning LLC Takes Position in Schwab US Small-Cap ETF $SCHA

Sequent Planning LLC purchased a new stake in Schwab US Small-Cap ETF (NYSEARCA:SCHA) in the third quarter, according to its most recent disclosure with the Securities & Exchange Commission. The fund purchased 45,878 shares of the company’s stock, valued at approximately $1,280,000.

Other institutional investors and hedge funds have also added to or reduced their stakes in the company. Sprinkle Financial Consultants LLC grew its holdings in Schwab US Small-Cap ETF by 0.8% during the 3rd quarter. Sprinkle Financial Consultants LLC now owns 49,704 shares of the company’s stock worth $1,387,000 after acquiring an additional 384 shares during the last quarter. Fifth Third Bancorp raised its stake in shares of Schwab US Small-Cap ETF by 46.0% in the third quarter. Fifth Third Bancorp now owns 1,273 shares of the company’s stock worth $36,000 after acquiring an additional 401 shares during the last quarter. Capital Advisors Inc. OK raised its stake in shares of Schwab US Small-Cap ETF by 4.8% in the third quarter. Capital Advisors Inc. OK now owns 8,714 shares of the company’s stock worth $243,000 after acquiring an additional 403 shares during the last quarter. ETF Store Inc. lifted its position in shares of Schwab US Small-Cap ETF by 3.6% during the second quarter. ETF Store Inc. now owns 11,738 shares of the company’s stock worth $297,000 after purchasing an additional 406 shares in the last quarter. Finally, Miracle Mile Advisors LLC lifted its position in shares of Schwab US Small-Cap ETF by 4.9% during the third quarter. Miracle Mile Advisors LLC now owns 9,167 shares of the company’s stock worth $256,000 after purchasing an additional 425 shares in the last quarter.

Schwab US Small-Cap ETF Price Performance

SCHA opened at $29.19 on Friday. The stock has a market capitalization of $20.10 billion, a P/E ratio of 17.65 and a beta of 1.13. The company’s 50 day simple moving average is $30.23 and its 200-day simple moving average is $28.77. Schwab US Small-Cap ETF has a one year low of $20.04 and a one year high of $31.25.

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.