Sequent Planning LLC Acquires 16,321 Shares of Schwab US Small-Cap ETF $SCHA

Sequent Planning LLC boosted its holdings in shares of Schwab US Small-Cap ETF (NYSEARCA:SCHA) by 35.6% during the 4th quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The fund owned 62,199 shares of the company’s stock after buying an additional 16,321 shares during the period. Sequent Planning LLC’s holdings in Schwab US Small-Cap ETF were worth $1,771,000 as of its most recent SEC filing.

A number of other large investors have also recently made changes to their positions in the business. Morton Brown Family Wealth LLC bought a new stake in shares of Schwab US Small-Cap ETF during the fourth quarter worth about $30,000. Tompkins Financial Corp lifted its position in 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 bought a new position in Schwab US Small-Cap ETF in the 4th quarter valued at about $31,000. Stephens Consulting LLC boosted its stake in Schwab US Small-Cap ETF by 3,108.3% during the 4th quarter. Stephens Consulting LLC now owns 1,155 shares of the company’s stock valued at $33,000 after purchasing an additional 1,119 shares during the last quarter. Finally, Oak Harbor Wealth Partners LLC boosted its stake in Schwab US Small-Cap ETF by 1,966.7% during the 4th quarter. Oak Harbor Wealth Partners LLC now owns 1,240 shares of the company’s stock valued at $35,000 after purchasing an additional 1,180 shares during the last quarter.

Schwab US Small-Cap ETF Stock Performance

Shares of SCHA opened at $32.58 on Monday. The firm has a market capitalization of $22.43 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 $23.55 and a 52 week high of $33.66. The stock has a 50 day moving average price of $30.76 and a two-hundred day moving average price of $29.82.

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.