Schwab US Small-Cap ETF (NYSEARCA:SCHA) Shares Bought by Evernest Financial Advisors LLC

Evernest Financial Advisors LLC raised its holdings in Schwab US Small-Cap ETF (NYSEARCA:SCHA) by 45.6% during the fourth quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The institutional investor owned 16,082 shares of the company’s stock after purchasing an additional 5,038 shares during the period. Evernest Financial Advisors LLC’s holdings in Schwab US Small-Cap ETF were worth $416,000 as of its most recent SEC filing.

Several other institutional investors and hedge funds also recently made changes to their positions in the business. Pacifica Partners Inc. boosted its stake in Schwab US Small-Cap ETF by 100.0% during the 4th quarter. Pacifica Partners Inc. now owns 998 shares of the company’s stock valued at $26,000 after acquiring an additional 499 shares during the last quarter. Massmutual Trust Co. FSB ADV bought a new stake in shares of Schwab US Small-Cap ETF in the 3rd quarter valued at approximately $30,000. MassMutual Private Wealth & Trust FSB raised its position in shares of Schwab US Small-Cap ETF by 95.6% during the 4th quarter. MassMutual Private Wealth & Trust FSB now owns 1,154 shares of the company’s stock valued at $30,000 after acquiring an additional 564 shares in the last quarter. Capital Performance Advisors LLP bought a new position in Schwab US Small-Cap ETF during the third quarter worth $33,000. Finally, Lowe Wealth Advisors LLC acquired a new position in Schwab US Small-Cap ETF in the fourth quarter worth $35,000.

Schwab US Small-Cap ETF Price Performance

SCHA stock opened at $26.96 on Friday. The firm has a market cap of $9.40 billion, a price-to-earnings ratio of 14.51 and a beta of 1.19. Schwab US Small-Cap ETF has a 1-year low of $22.41 and a 1-year high of $28.57. The firm has a fifty day moving average price of $26.82 and a two-hundred day moving average price of $25.95.

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.