Dickmeyer Boyce Financial Management Inc. Invests $986,000 in Schwab US Small-Cap ETF $SCHA

Dickmeyer Boyce Financial Management Inc. purchased a new position in Schwab US Small-Cap ETF (NYSEARCA:SCHA) during the 1st quarter, according to the company in its most recent filing with the SEC. The institutional investor purchased 33,916 shares of the company’s stock, valued at approximately $986,000.

Other institutional investors also recently bought and sold shares of the company. Valpey Financial Services LLC lifted its holdings in Schwab US Small-Cap ETF by 2,689.1% in the fourth quarter. Valpey Financial Services LLC now owns 3,638,749 shares of the company’s stock valued at $103,632,000 after acquiring an additional 3,508,286 shares during the period. Corient Private Wealth LLC boosted its position in Schwab US Small-Cap ETF by 164.9% in the 4th quarter. Corient Private Wealth LLC now owns 3,613,460 shares of the company’s stock worth $102,911,000 after purchasing an additional 2,249,591 shares in the last quarter. 93 Financial Group LLC acquired a new stake in shares of Schwab US Small-Cap ETF during the 4th quarter worth approximately $47,509,000. Bank of America Corp DE grew its stake in shares of Schwab US Small-Cap ETF by 5.3% during the 2nd quarter. Bank of America Corp DE now owns 19,019,095 shares of the company’s stock worth $481,183,000 after purchasing an additional 962,262 shares during the period. Finally, FIDELIS iM LLC boosted its holdings in Schwab US Small-Cap ETF by 409.7% during the fourth quarter. FIDELIS iM LLC now owns 822,969 shares of the company’s stock worth $23,438,000 after buying an additional 661,509 shares in the last quarter.

Schwab US Small-Cap ETF Stock Performance

Shares of Schwab US Small-Cap ETF stock opened at $34.26 on Friday. The firm has a 50-day simple moving average of $34.33 and a two-hundred day simple moving average of $31.91. The company has a market cap of $23.59 billion, a P/E ratio of 17.65 and a beta of 1.09. Schwab US Small-Cap ETF has a fifty-two week low of $24.95 and a fifty-two week high of $36.20.

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.