Asset Planning Services Inc. LA ADV Grows Stock Holdings in Schwab US Small-Cap ETF (NYSEARCA:SCHA)

Asset Planning Services Inc. LA ADV raised its stake in Schwab US Small-Cap ETF (NYSEARCA:SCHA) by 103.7% in the fourth quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The institutional investor owned 30,622 shares of the company’s stock after buying an additional 15,586 shares during the period. Schwab US Small-Cap ETF makes up approximately 0.4% of Asset Planning Services Inc. LA ADV’s holdings, making the stock its 28th largest holding. Asset Planning Services Inc. LA ADV’s holdings in Schwab US Small-Cap ETF were worth $792,000 at the end of the most recent reporting period.

Other hedge funds and other institutional investors also recently modified their holdings of the company. Pacifica Partners Inc. increased its holdings in Schwab US Small-Cap ETF by 100.0% during the 4th quarter. Pacifica Partners Inc. now owns 998 shares of the company’s stock valued at $26,000 after acquiring an additional 499 shares in the last quarter. Massmutual Trust Co. FSB ADV purchased a new stake in shares of Schwab US Small-Cap ETF in the third quarter valued at about $30,000. MassMutual Private Wealth & Trust FSB grew its position in shares of Schwab US Small-Cap ETF by 95.6% in the fourth quarter. MassMutual Private Wealth & Trust FSB now owns 1,154 shares of the company’s stock valued at $30,000 after purchasing an additional 564 shares during the last quarter. Capital Performance Advisors LLP purchased a new position in shares of Schwab US Small-Cap ETF during the 3rd quarter worth approximately $33,000. Finally, Lowe Wealth Advisors LLC acquired a new position in shares of Schwab US Small-Cap ETF during the 4th quarter worth approximately $35,000.

Schwab US Small-Cap ETF Stock Performance

SCHA stock opened at $26.89 on Thursday. The stock’s 50 day moving average price is $26.83 and its 200 day moving average price is $25.84. The firm has a market cap of $9.37 billion, a P/E ratio of 14.51 and a beta of 1.19. Schwab US Small-Cap ETF has a 1 year low of $22.41 and a 1 year high of $28.57.

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.