Sequent Planning LLC Has $2.27 Million Stock Position in Schwab US Small-Cap ETF $SCHA

Sequent Planning LLC boosted its stake in shares of Schwab US Small-Cap ETF (NYSEARCA:SCHA) by 25.2% during the first quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The fund owned 77,893 shares of the company’s stock after acquiring an additional 15,694 shares during the quarter. Sequent Planning LLC’s holdings in Schwab US Small-Cap ETF were worth $2,265,000 as of its most recent SEC filing.

Other institutional investors also recently modified their holdings of the company. Columbus Macro LLC increased its holdings in shares of Schwab US Small-Cap ETF by 2.2% in the first quarter. Columbus Macro LLC now owns 81,217 shares of the company’s stock valued at $2,362,000 after purchasing an additional 1,770 shares in the last quarter. Long Island Wealth Management Inc. lifted its holdings in Schwab US Small-Cap ETF by 6.3% during the 1st quarter. Long Island Wealth Management Inc. now owns 30,678 shares of the company’s stock worth $892,000 after buying an additional 1,809 shares in the last quarter. Asset Planning Services Inc. LA ADV boosted its position in Schwab US Small-Cap ETF by 10.0% in the 1st quarter. Asset Planning Services Inc. LA ADV now owns 30,655 shares of the company’s stock valued at $891,000 after buying an additional 2,785 shares during the last quarter. Pegasus Asset Management Inc. boosted its position in Schwab US Small-Cap ETF by 8.3% in the 1st quarter. Pegasus Asset Management Inc. now owns 28,797 shares of the company’s stock valued at $837,000 after buying an additional 2,198 shares during the last quarter. Finally, OLD National Bancorp IN increased its stake in shares of Schwab US Small-Cap ETF by 21.1% in the 1st quarter. OLD National Bancorp IN now owns 869,249 shares of the company’s stock valued at $25,278,000 after buying an additional 151,258 shares during the period.

Schwab US Small-Cap ETF Stock Performance

NYSEARCA SCHA opened at $35.49 on Friday. The stock has a market capitalization of $24.43 billion, a P/E ratio of 17.65 and a beta of 1.10. Schwab US Small-Cap ETF has a 52 week low of $24.95 and a 52 week high of $35.80. The stock has a fifty day moving average of $33.52 and a 200-day moving average of $31.11.

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.