Churchill Financial Advisors LLC Buys New Shares in Schwab US Small-Cap ETF $SCHA

Churchill Financial Advisors LLC bought a new stake in Schwab US Small-Cap ETF (NYSEARCA:SCHA) during the 4th quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund bought 142,717 shares of the company’s stock, valued at approximately $4,065,000. Schwab US Small-Cap ETF accounts for 1.2% of Churchill Financial Advisors LLC’s holdings, making the stock its 20th largest position.

Other hedge funds and other institutional investors have also bought and sold shares of the company. Morton Brown Family Wealth LLC acquired a new position in Schwab US Small-Cap ETF in the fourth quarter valued at $30,000. Tompkins Financial Corp lifted its holdings in Schwab US Small-Cap ETF by 1,982.7% in the fourth quarter. Tompkins Financial Corp now owns 1,083 shares of the company’s stock valued at $31,000 after buying an additional 1,031 shares during the period. International Assets Investment Management LLC acquired a new position in Schwab US Small-Cap ETF in the fourth quarter valued at $31,000. Stephens Consulting LLC lifted its holdings in Schwab US Small-Cap ETF by 3,108.3% in the fourth quarter. Stephens Consulting LLC now owns 1,155 shares of the company’s stock valued at $33,000 after buying an additional 1,119 shares during the period. Finally, Oak Harbor Wealth Partners LLC lifted its holdings in Schwab US Small-Cap ETF by 1,966.7% in the fourth quarter. Oak Harbor Wealth Partners LLC now owns 1,240 shares of the company’s stock valued at $35,000 after buying an additional 1,180 shares during the period.

Schwab US Small-Cap ETF Price Performance

SCHA stock opened at $33.33 on Monday. The firm has a market cap of $22.95 billion, a price-to-earnings ratio of 17.65 and a beta of 1.10. Schwab US Small-Cap ETF has a 12-month low of $23.55 and a 12-month high of $33.66. The company’s fifty day simple moving average is $31.08 and its 200 day simple moving average is $29.99.

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.