144,171 Shares in Schwab US Small-Cap ETF $SCHA Acquired by J. Derek Lewis & Associates Inc.

J. Derek Lewis & Associates Inc. bought a new position in shares of Schwab US Small-Cap ETF (NYSEARCA:SCHA) during the fourth quarter, HoldingsChannel.com reports. The firm bought 144,171 shares of the company’s stock, valued at approximately $4,106,000. Schwab US Small-Cap ETF comprises 1.0% of J. Derek Lewis & Associates Inc.’s portfolio, making the stock its 20th biggest position.

Other large investors have also added to or reduced their stakes in the company. CIBC Private Wealth Group LLC lifted its position in shares of Schwab US Small-Cap ETF by 41.3% in the third quarter. CIBC Private Wealth Group LLC now owns 70,203 shares of the company’s stock valued at $1,959,000 after acquiring an additional 20,505 shares in the last quarter. Meriwether Wealth & Planning LLC bought a new position in shares of Schwab US Small-Cap ETF in the fourth quarter worth about $5,580,000. Integrity Advisory Solutions LLC purchased a new stake in shares of Schwab US Small-Cap ETF during the third quarter worth about $4,886,000. EverSource Wealth Advisors LLC grew its position in shares of Schwab US Small-Cap ETF by 494.9% during the third quarter. EverSource Wealth Advisors LLC now owns 59,363 shares of the company’s stock worth $1,656,000 after purchasing an additional 49,385 shares in the last quarter. Finally, Dorato Capital Management bought a new stake in Schwab US Small-Cap ETF during the 4th quarter valued at approximately $2,419,000.

Schwab US Small-Cap ETF Stock Performance

NYSEARCA SCHA opened at $35.19 on Friday. The stock’s 50 day moving average is $33.10 and its 200 day moving average is $30.88. Schwab US Small-Cap ETF has a 12 month low of $24.33 and a 12 month high of $35.53. The stock has a market cap of $24.23 billion, a PE ratio of 17.65 and a beta of 1.10.

Schwab US Small-Cap ETF Company 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.