Monetary Solutions Ltd Acquires Shares of 242,588 Schwab US Small-Cap ETF $SCHA

Monetary Solutions Ltd acquired a new stake in Schwab US Small-Cap ETF (NYSEARCA:SCHA) during the fourth quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The firm acquired 242,588 shares of the company’s stock, valued at approximately $6,909,000. Schwab US Small-Cap ETF makes up 6.8% of Monetary Solutions Ltd’s investment portfolio, making the stock its 5th biggest position.

A number of other institutional investors and hedge funds have also recently modified their holdings of SCHA. CIBC Private Wealth Group LLC grew its position 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 buying an additional 20,505 shares during the last quarter. Meriwether Wealth & Planning LLC purchased a new position in shares of Schwab US Small-Cap ETF during the fourth quarter worth about $5,580,000. EverSource Wealth Advisors LLC raised its stake in Schwab US Small-Cap ETF by 494.9% during the 3rd quarter. EverSource Wealth Advisors LLC now owns 59,363 shares of the company’s stock valued at $1,656,000 after acquiring an additional 49,385 shares during the last quarter. Integrity Advisory Solutions LLC purchased a new stake in Schwab US Small-Cap ETF during the 3rd quarter valued at approximately $4,886,000. Finally, Dorato Capital Management acquired a new stake in Schwab US Small-Cap ETF during the 4th quarter worth approximately $2,419,000.

Schwab US Small-Cap ETF Price Performance

Schwab US Small-Cap ETF stock opened at $35.19 on Friday. Schwab US Small-Cap ETF has a 12 month low of $24.33 and a 12 month high of $35.53. The business has a 50 day simple moving average of $33.01 and a 200-day simple moving average of $30.85. The stock has a market capitalization of $24.23 billion, a PE ratio of 17.65 and a beta of 1.10.

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.