Diversify Wealth Management LLC Acquires 2,756 Shares of Schwab US Small-Cap ETF (NYSEARCA:SCHA)

Diversify Wealth Management LLC boosted its holdings in Schwab US Small-Cap ETF (NYSEARCA:SCHA) by 0.9% in the fourth quarter, according to the company in its most recent Form 13F filing with the SEC. The institutional investor owned 294,719 shares of the company’s stock after purchasing an additional 2,756 shares during the quarter. Diversify Wealth Management LLC owned about 0.08% of Schwab US Small-Cap ETF worth $7,504,000 at the end of the most recent quarter.

Several other institutional investors have also recently added to or reduced their stakes in the business. Sovereign Financial Group Inc. lifted its position in shares of Schwab US Small-Cap ETF by 2.7% during the 3rd quarter. Sovereign Financial Group Inc. now owns 8,122 shares of the company’s stock valued at $418,000 after acquiring an additional 214 shares during the period. Brookstone Capital Management boosted its holdings in Schwab US Small-Cap ETF by 3.1% in the third quarter. Brookstone Capital Management now owns 7,453 shares of the company’s stock worth $384,000 after acquiring an additional 221 shares in the last quarter. ZRC Wealth Management LLC lifted its holdings in shares of Schwab US Small-Cap ETF by 1.5% in the 3rd quarter. ZRC Wealth Management LLC now owns 19,343 shares of the company’s stock worth $996,000 after purchasing an additional 286 shares in the last quarter. Front Row Advisors LLC grew its holdings in shares of Schwab US Small-Cap ETF by 4.0% during the second quarter. Front Row Advisors LLC now owns 7,632 shares of the company’s stock valued at $363,000 after buying an additional 296 shares during the last quarter. Finally, SignalPoint Asset Management LLC raised its holdings in shares of Schwab US Small-Cap ETF by 8.0% in the 3rd quarter. SignalPoint Asset Management LLC now owns 5,257 shares of the company’s stock worth $270,000 after acquiring an additional 390 shares during the last quarter.

Schwab US Small-Cap ETF Stock Performance

SCHA stock opened at $26.55 on Monday. The business has a 50-day simple moving average of $26.87 and a two-hundred day simple moving average of $25.79. The company has a market capitalization of $9.26 billion, a P/E ratio of 14.51 and a beta of 1.19. Schwab US Small-Cap ETF has a 52-week low of $22.30 and a 52-week high of $28.57.

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.