Transform Wealth LLC Purchases 46,500 Shares of Schwab US Small-Cap ETF (NYSEARCA:SCHA)

Transform Wealth LLC grew its holdings in shares of Schwab US Small-Cap ETF (NYSEARCA:SCHA) by 97.8% during the fourth quarter, according to the company in its most recent disclosure with the SEC. The fund owned 94,033 shares of the company’s stock after buying an additional 46,500 shares during the quarter. Transform Wealth LLC’s holdings in Schwab US Small-Cap ETF were worth $2,432,000 at the end of the most recent reporting period.

Other hedge funds and other institutional investors have also recently modified their holdings of the company. Courage Miller Partners LLC increased its stake in Schwab US Small-Cap ETF by 100.6% in the 4th quarter. Courage Miller Partners LLC now owns 333,401 shares of the company’s stock worth $8,622,000 after buying an additional 167,201 shares during the period. Charles Schwab Trust Co grew its stake in Schwab US Small-Cap ETF by 103.4% in the 4th quarter. Charles Schwab Trust Co now owns 670,493 shares of the company’s stock worth $17,339,000 after acquiring an additional 340,901 shares in the last quarter. Kiley Juergens Wealth Management LLC increased its position in shares of Schwab US Small-Cap ETF by 97.9% during the fourth quarter. Kiley Juergens Wealth Management LLC now owns 45,037 shares of the company’s stock worth $1,165,000 after acquiring an additional 22,280 shares during the period. Chesapeake Wealth Management raised its stake in shares of Schwab US Small-Cap ETF by 98.6% during the fourth quarter. Chesapeake Wealth Management now owns 162,440 shares of the company’s stock valued at $4,201,000 after acquiring an additional 80,627 shares in the last quarter. Finally, Pure Financial Advisors LLC raised its stake in shares of Schwab US Small-Cap ETF by 99.9% during the fourth quarter. Pure Financial Advisors LLC now owns 14,519 shares of the company’s stock valued at $375,000 after acquiring an additional 7,255 shares in the last quarter.

Schwab US Small-Cap ETF Stock Up 0.5 %

Shares of NYSEARCA:SCHA opened at $26.55 on Tuesday. The business’s 50 day moving average is $26.84 and its 200 day moving average is $25.82. The stock has a market cap 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 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.