Peak Financial Management Inc. Has $222,000 Stock Holdings in Schwab US Small-Cap ETF (NYSEARCA:SCHA)

Peak Financial Management Inc. raised its position in shares of Schwab US Small-Cap ETF (NYSEARCA:SCHA) by 96.0% in the 4th quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 8,579 shares of the company’s stock after purchasing an additional 4,202 shares during the period. Peak Financial Management Inc.’s holdings in Schwab US Small-Cap ETF were worth $222,000 at the end of the most recent reporting period.

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

Schwab US Small-Cap ETF Trading Down 0.2 %

SCHA opened at $26.92 on Monday. The company has a market cap of $9.38 billion, a P/E ratio of 14.51 and a beta of 1.19. The company’s 50 day moving average is $26.83 and its 200-day moving average is $25.91. Schwab US Small-Cap ETF has a 1-year low of $22.41 and a 1-year 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.