J. Derek Lewis & Associates Inc. Invests $4.11 Million in Schwab US Small-Cap ETF $SCHA

J. Derek Lewis & Associates Inc. acquired a new position in Schwab US Small-Cap ETF (NYSEARCA:SCHA) during the fourth quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The firm acquired 144,171 shares of the company’s stock, valued at approximately $4,106,000. Schwab US Small-Cap ETF comprises about 1.0% of J. Derek Lewis & Associates Inc.’s holdings, making the stock its 20th biggest holding.

Several other large investors also recently added to or reduced their stakes in SCHA. Morton Brown Family Wealth LLC bought a new position in Schwab US Small-Cap ETF in the fourth quarter worth approximately $30,000. Tompkins Financial Corp grew its position in shares of Schwab US Small-Cap ETF by 1,982.7% during the 4th quarter. Tompkins Financial Corp now owns 1,083 shares of the company’s stock valued at $31,000 after acquiring an additional 1,031 shares during the period. International Assets Investment Management LLC bought a new stake in shares of Schwab US Small-Cap ETF during the 4th quarter valued at $31,000. Stephens Consulting LLC increased its stake in shares of Schwab US Small-Cap ETF by 3,108.3% in the 4th quarter. Stephens Consulting LLC now owns 1,155 shares of the company’s stock worth $33,000 after purchasing an additional 1,119 shares in the last quarter. Finally, Hilton Head Capital Partners LLC purchased a new stake in shares of Schwab US Small-Cap ETF in the 4th quarter worth $34,000.

Schwab US Small-Cap ETF Stock Performance

Shares of Schwab US Small-Cap ETF stock opened at $35.19 on Friday. Schwab US Small-Cap ETF has a one year low of $24.33 and a one year high of $35.53. The stock’s fifty day moving average is $33.10 and its 200 day moving average is $30.88. The stock has a market cap of $24.23 billion, a P/E ratio of 17.65 and a beta of 1.10.

About Schwab US Small-Cap ETF

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.