LifePlan Financial LLC Increases Stake in Schwab US Small-Cap ETF (NYSEARCA:SCHA)

LifePlan Financial LLC lifted its position in Schwab US Small-Cap ETF (NYSEARCA:SCHA) by 87.2% in the 4th quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The fund owned 27,215 shares of the company’s stock after acquiring an additional 12,679 shares during the quarter. LifePlan Financial LLC’s holdings in Schwab US Small-Cap ETF were worth $704,000 at the end of the most recent reporting period.

A number of other large investors have also recently made changes to their positions in the company. Pacifica Partners Inc. lifted its position in shares of Schwab US Small-Cap ETF by 100.0% during the fourth quarter. Pacifica Partners Inc. now owns 998 shares of the company’s stock worth $26,000 after purchasing an additional 499 shares during the last quarter. Massmutual Trust Co. FSB ADV purchased a new position in Schwab US Small-Cap ETF in the 3rd quarter worth about $30,000. MassMutual Private Wealth & Trust FSB lifted its holdings in Schwab US Small-Cap ETF by 95.6% during the 4th quarter. MassMutual Private Wealth & Trust FSB now owns 1,154 shares of the company’s stock valued at $30,000 after buying an additional 564 shares in the last quarter. Capital Performance Advisors LLP purchased a new stake in Schwab US Small-Cap ETF in the 3rd quarter valued at about $33,000. Finally, Lowe Wealth Advisors LLC bought a new position in Schwab US Small-Cap ETF in the 4th quarter worth about $35,000.

Schwab US Small-Cap ETF Stock Performance

Shares of NYSEARCA SCHA opened at $26.55 on Tuesday. Schwab US Small-Cap ETF has a 52-week low of $22.30 and a 52-week high of $28.57. The firm has a market capitalization of $9.26 billion, a price-to-earnings ratio of 14.51 and a beta of 1.19. The stock has a 50 day moving average price of $26.84 and a 200 day moving average price of $25.82.

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.