Birchwood Financial Partners Inc. Takes Position in Schwab US Small-Cap ETF $SCHA

Birchwood Financial Partners Inc. purchased a new position in shares of Schwab US Small-Cap ETF (NYSEARCA:SCHA) in the 4th quarter, Holdings Channel.com reports. The institutional investor purchased 20,301 shares of the company’s stock, valued at approximately $578,000.

Several other institutional investors and hedge funds also recently made changes to their positions in SCHA. CIBC Private Wealth Group LLC grew its position in shares of Schwab US Small-Cap ETF by 41.3% during the 3rd quarter. CIBC Private Wealth Group LLC now owns 70,203 shares of the company’s stock valued at $1,959,000 after purchasing an additional 20,505 shares in the last quarter. Meriwether Wealth & Planning LLC purchased a new stake in shares of Schwab US Small-Cap ETF in the fourth quarter worth $5,580,000. EverSource Wealth Advisors LLC raised its position in shares of Schwab US Small-Cap ETF by 494.9% in the third quarter. EverSource Wealth Advisors LLC now owns 59,363 shares of the company’s stock worth $1,656,000 after buying an additional 49,385 shares in the last quarter. Integrity Advisory Solutions LLC purchased a new stake in shares of Schwab US Small-Cap ETF in the third quarter worth $4,886,000. Finally, Dorato Capital Management bought a new stake in Schwab US Small-Cap ETF during the fourth quarter valued at $2,419,000.

Schwab US Small-Cap ETF Stock Up 2.2%

Schwab US Small-Cap ETF stock opened at $35.19 on Friday. Schwab US Small-Cap ETF has a 52 week low of $24.33 and a 52 week high of $35.53. The business has a 50-day simple moving average of $33.01 and a 200 day simple moving average of $30.85. The stock has a market cap of $24.23 billion, a price-to-earnings ratio of 17.65 and a beta of 1.10.

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. 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.