20,988 Shares in Schwab US Small-Cap ETF $SCHA Acquired by Flatrock Wealth Partners LLC

Flatrock Wealth Partners LLC acquired a new stake in Schwab US Small-Cap ETF (NYSEARCA:SCHA) during the 1st quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The institutional investor acquired 20,988 shares of the company’s stock, valued at approximately $610,000.

Other hedge funds and other institutional investors have also recently bought and sold shares of the company. CIBC Private Wealth Group LLC lifted its stake in shares of Schwab US Small-Cap ETF by 41.3% in the 3rd quarter. CIBC Private Wealth Group LLC now owns 70,203 shares of the company’s stock valued at $1,959,000 after purchasing an additional 20,505 shares during the period. Meriwether Wealth & Planning LLC bought a new position in shares of Schwab US Small-Cap ETF in the 4th quarter worth $5,580,000. Rede Wealth LLC acquired a new stake in shares of Schwab US Small-Cap ETF during the fourth quarter worth $1,237,000. Dorato Capital Management acquired a new stake in shares of Schwab US Small-Cap ETF during the fourth quarter worth $2,419,000. Finally, HHM Wealth Advisors LLC increased its holdings in Schwab US Small-Cap ETF by 4.4% in the first quarter. HHM Wealth Advisors LLC now owns 465,370 shares of the company’s stock valued at $13,533,000 after purchasing an additional 19,671 shares during the last quarter.

Schwab US Small-Cap ETF Trading Down 1.5%

NYSEARCA SCHA opened at $34.50 on Wednesday. Schwab US Small-Cap ETF has a 12 month low of $24.95 and a 12 month high of $36.20. The stock has a 50-day simple moving average of $33.96 and a 200 day simple moving average of $31.44. The company has a market capitalization of $23.75 billion, a PE ratio of 17.65 and a beta of 1.09.

Schwab US Small-Cap ETF 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.