Foundations Investment Advisors LLC Acquires 489,128 Shares of Schwab US Small-Cap ETF (NYSEARCA:SCHA)

Foundations Investment Advisors LLC increased its holdings in shares of Schwab US Small-Cap ETF (NYSEARCA:SCHA) by 106.9% during the 4th quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The institutional investor owned 946,574 shares of the company’s stock after purchasing an additional 489,128 shares during the period. Foundations Investment Advisors LLC owned approximately 0.27% of Schwab US Small-Cap ETF worth $24,478,000 at the end of the most recent quarter.

Other institutional investors have also modified their holdings of the company. Parsons Capital Management Inc. RI lifted its stake in Schwab US Small-Cap ETF by 105.0% in the 4th quarter. Parsons Capital Management Inc. RI now owns 30,385 shares of the company’s stock valued at $786,000 after acquiring an additional 15,563 shares in the last quarter. Heirloom Wealth Management lifted its stake in Schwab US Small-Cap ETF by 119.5% in the 4th quarter. Heirloom Wealth Management now owns 10,203 shares of the company’s stock valued at $264,000 after acquiring an additional 5,555 shares in the last quarter. Summit Financial Strategies Inc. lifted its stake in Schwab US Small-Cap ETF by 98.2% in the 4th quarter. Summit Financial Strategies Inc. now owns 1,094,246 shares of the company’s stock valued at $28,297,000 after acquiring an additional 542,230 shares in the last quarter. Lighthouse Wealth Management Inc. bought a new stake in Schwab US Small-Cap ETF in the 4th quarter valued at approximately $3,977,000. Finally, Aurora Private Wealth Inc. lifted its stake in Schwab US Small-Cap ETF by 72.5% in the 4th quarter. Aurora Private Wealth Inc. now owns 12,375 shares of the company’s stock valued at $320,000 after acquiring an additional 5,203 shares in the last quarter.

Schwab US Small-Cap ETF Stock Performance

NYSEARCA SCHA opened at $26.66 on Monday. Schwab US Small-Cap ETF has a 52 week low of $22.41 and a 52 week high of $28.57. The stock has a market capitalization of $9.29 billion, a price-to-earnings ratio of 14.51 and a beta of 1.19. The stock’s 50 day moving average price is $26.83 and its two-hundred day moving average price is $25.91.

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.