Planning Alternatives Ltd. ADV Has $385,000 Holdings in Schwab US Small-Cap ETF (NYSEARCA:SCHA)

Planning Alternatives Ltd. ADV increased its position in shares of Schwab US Small-Cap ETF (NYSEARCA:SCHA) by 93.9% in the 4th quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The firm owned 14,878 shares of the company’s stock after purchasing an additional 7,203 shares during the quarter. Planning Alternatives Ltd. ADV’s holdings in Schwab US Small-Cap ETF were worth $385,000 at the end of the most recent reporting period.

Several other institutional investors and hedge funds have also bought and sold shares of SCHA. Empower Advisory Group LLC lifted its position in Schwab US Small-Cap ETF by 106.0% during the fourth quarter. Empower Advisory Group LLC now owns 25,335,420 shares of the company’s stock worth $655,174,000 after purchasing an additional 13,037,193 shares during the period. Strategic Financial Concepts LLC lifted its position in Schwab US Small-Cap ETF by 4,867.1% during the fourth quarter. Strategic Financial Concepts LLC now owns 2,210,392 shares of the company’s stock worth $57,161,000 after purchasing an additional 2,165,891 shares during the period. Advisory Alpha LLC lifted its position in Schwab US Small-Cap ETF by 96.0% during the fourth quarter. Advisory Alpha LLC now owns 4,232,965 shares of the company’s stock worth $109,466,000 after purchasing an additional 2,073,546 shares during the period. Sims Investment Management LLC bought a new stake in Schwab US Small-Cap ETF during the fourth quarter worth about $36,556,000. Finally, Marcum Wealth LLC lifted its position in Schwab US Small-Cap ETF by 89.1% during the fourth quarter. Marcum Wealth LLC now owns 2,092,926 shares of the company’s stock worth $54,123,000 after purchasing an additional 986,432 shares during the period.

Schwab US Small-Cap ETF Stock Down 2.8 %

SCHA opened at $24.57 on Tuesday. Schwab US Small-Cap ETF has a twelve month low of $22.53 and a twelve month high of $28.57. The company has a 50-day simple moving average of $26.25 and a 200 day simple moving average of $26.19. The stock has a market capitalization of $17.24 billion, a price-to-earnings ratio of 17.66 and a beta of 1.19.

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.