Storen Legacy Partners LLC Makes New Investment in Schwab US Small-Cap ETF $SCHA

Storen Legacy Partners 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 & Exchange Commission. The firm bought 28,123 shares of the company’s stock, valued at approximately $801,000.

Other institutional investors have also recently made changes to their positions in the company. CIBC Private Wealth Group LLC lifted its position in Schwab US Small-Cap ETF by 41.3% during the third quarter. CIBC Private Wealth Group LLC now owns 70,203 shares of the company’s stock worth $1,959,000 after buying an additional 20,505 shares in the last quarter. Meriwether Wealth & Planning LLC purchased a new stake in Schwab US Small-Cap ETF in the 4th quarter valued at $5,580,000. EverSource Wealth Advisors LLC increased its stake in shares of Schwab US Small-Cap ETF by 494.9% in the 3rd quarter. EverSource Wealth Advisors LLC now owns 59,363 shares of the company’s stock worth $1,656,000 after acquiring an additional 49,385 shares during the last quarter. Integrity Advisory Solutions LLC acquired a new stake in shares of Schwab US Small-Cap ETF in the 3rd quarter worth $4,886,000. Finally, Dorato Capital Management acquired a new stake in shares of Schwab US Small-Cap ETF in the 4th quarter worth $2,419,000.

Schwab US Small-Cap ETF Price Performance

NYSEARCA SCHA opened at $35.19 on Friday. The business’s fifty day simple moving average is $33.10 and its 200-day simple moving average is $30.88. The firm 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 has a 52 week low of $24.33 and a 52 week high of $35.53.

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.