123,196 Shares of Schwab US Small-Cap ETF $SCHA Purchased by Lee Financial Co

Lee Financial Co purchased a new stake in shares of Schwab US Small-Cap ETF (NYSEARCA:SCHA) in the 3rd quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The fund purchased 123,196 shares of the company’s stock, valued at approximately $4,020,000. Schwab US Small-Cap ETF accounts for approximately 0.5% of Lee Financial Co’s investment portfolio, making the stock its 23rd largest position.

Other hedge funds and other institutional investors have also bought and sold shares of the company. Pine Haven Investment Counsel Inc raised its stake in shares of Schwab US Small-Cap ETF by 1.9% in the second quarter. Pine Haven Investment Counsel Inc now owns 15,961 shares of the company’s stock worth $577,000 after buying an additional 300 shares during the period. Sax Wealth Advisors LLC grew its stake in shares of Schwab US Small-Cap ETF by 1.7% during the 3rd quarter. Sax Wealth Advisors LLC now owns 18,327 shares of the company’s stock valued at $598,000 after acquiring an additional 310 shares during the period. Strategic Investment Solutions Inc. IL grew its stake in shares of Schwab US Small-Cap ETF by 1.0% during the 2nd quarter. Strategic Investment Solutions Inc. IL now owns 31,141 shares of the company’s stock valued at $1,125,000 after acquiring an additional 318 shares during the period. Nicollet Investment Management Inc. increased its holdings in Schwab US Small-Cap ETF by 0.9% in the 3rd quarter. Nicollet Investment Management Inc. now owns 42,958 shares of the company’s stock worth $1,402,000 after acquiring an additional 400 shares in the last quarter. Finally, Angeles Wealth Management LLC increased its holdings in Schwab US Small-Cap ETF by 37.7% in the 2nd quarter. Angeles Wealth Management LLC now owns 1,527 shares of the company’s stock worth $55,000 after acquiring an additional 418 shares in the last quarter.

Schwab US Small-Cap ETF Trading Down 1.5%

Schwab US Small-Cap ETF stock opened at $31.99 on Friday. Schwab US Small-Cap ETF has a 12-month low of $26.45 and a 12-month high of $36.20. The firm has a market capitalization of $22.03 billion, a price-to-earnings ratio of 17.65 and a beta of 1.11. The firm has a 50 day moving average of $33.76 and a 200 day moving average of $33.49.

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. The types of derivatives used by the Fund are options, futures, options on futures and swaps. The Fund may lend its portfolio securities to brokers, dealers and other financial institutions.