Schwab US Small-Cap ETF (NYSEARCA:SCHA) Shares Acquired by Luminvest Wealth Management LLC

Luminvest Wealth Management LLC grew its holdings in shares of Schwab US Small-Cap ETF (NYSEARCA:SCHA) by 107.9% in the 4th quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The institutional investor owned 26,794 shares of the company’s stock after acquiring an additional 13,906 shares during the period. Schwab US Small-Cap ETF comprises about 0.3% of Luminvest Wealth Management LLC’s investment portfolio, making the stock its 21st biggest holding. Luminvest Wealth Management LLC’s holdings in Schwab US Small-Cap ETF were worth $693,000 at the end of the most recent quarter.

Other hedge funds and other institutional investors also recently bought and sold shares of the company. Brookstone Capital Management boosted its stake in Schwab US Small-Cap ETF by 3.1% during the 3rd quarter. Brookstone Capital Management now owns 7,453 shares of the company’s stock valued at $384,000 after purchasing an additional 221 shares during the period. Northwest Capital Management Inc raised its stake in shares of Schwab US Small-Cap ETF by 3.2% in the 3rd quarter. Northwest Capital Management Inc now owns 32,933 shares of the company’s stock worth $1,696,000 after buying an additional 1,013 shares in the last quarter. CWM LLC lifted its stake in Schwab US Small-Cap ETF by 2.6% during the third quarter. CWM LLC now owns 117,765 shares of the company’s stock valued at $6,065,000 after purchasing an additional 2,998 shares during the last quarter. Valeo Financial Advisors LLC lifted its holdings in shares of Schwab US Small-Cap ETF by 37.3% during the third quarter. Valeo Financial Advisors LLC now owns 13,283 shares of the company’s stock valued at $684,000 after purchasing an additional 3,612 shares during the last quarter. Finally, HCR Wealth Advisors lifted its position in shares of Schwab US Small-Cap ETF by 25.8% in the 3rd quarter. HCR Wealth Advisors now owns 6,189 shares of the company’s stock valued at $319,000 after acquiring an additional 1,268 shares in the last quarter.

Schwab US Small-Cap ETF Stock Down 1.0 %

Shares of NYSEARCA:SCHA opened at $26.64 on Monday. The firm has a market capitalization of $9.29 billion, a P/E ratio of 14.51 and a beta of 1.19. Schwab US Small-Cap ETF has a 12-month low of $22.53 and a 12-month high of $28.57. The firm has a fifty day moving average of $26.64 and a two-hundred day moving average of $26.02.

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.