Global Retirement Partners LLC Grows Position in Schwab US Small-Cap ETF $SCHA

Global Retirement Partners LLC raised its holdings in Schwab US Small-Cap ETF (NYSEARCA:SCHA) by 99.4% during the 4th quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The institutional investor owned 106,080 shares of the company’s stock after acquiring an additional 52,876 shares during the period. Global Retirement Partners LLC’s holdings in Schwab US Small-Cap ETF were worth $3,021,000 at the end of the most recent reporting period.

Several other institutional investors and hedge funds have also recently modified their holdings of SCHA. Morton Brown Family Wealth LLC purchased a new stake in shares of Schwab US Small-Cap ETF in the 4th quarter valued at about $30,000. Tompkins Financial Corp raised its holdings in shares of Schwab US Small-Cap ETF by 1,982.7% in 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 in the last quarter. International Assets Investment Management LLC purchased a new stake in shares of Schwab US Small-Cap ETF in the 4th quarter valued at about $31,000. Stephens Consulting LLC raised its holdings 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 valued at $33,000 after acquiring an additional 1,119 shares in the last quarter. Finally, Oak Harbor Wealth Partners LLC raised its holdings in shares of Schwab US Small-Cap ETF by 1,966.7% in the 4th quarter. Oak Harbor Wealth Partners LLC now owns 1,240 shares of the company’s stock valued at $35,000 after acquiring an additional 1,180 shares in the last quarter.

Schwab US Small-Cap ETF Stock Up 0.5%

NYSEARCA:SCHA opened at $33.33 on Friday. The stock has a market cap of $22.95 billion, a P/E ratio of 17.65 and a beta of 1.10. Schwab US Small-Cap ETF has a twelve month low of $23.55 and a twelve month high of $33.66. The business’s 50-day moving average price is $31.08 and its two-hundred day moving average price is $29.97.

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.