Planned Solutions Inc. Makes New Investment in Schwab US Small-Cap ETF (NYSEARCA:SCHA)

Planned Solutions Inc. bought a new position in Schwab US Small-Cap ETF (NYSEARCA:SCHA) in the fourth quarter, according to the company in its most recent disclosure with the SEC. The fund bought 110,839 shares of the company’s stock, valued at approximately $5,236,000. Schwab US Small-Cap ETF accounts for about 2.5% of Planned Solutions Inc.’s investment portfolio, making the stock its 12th largest position.

A number of other large investors have also added to or reduced their stakes in the stock. Moneta Group Investment Advisors LLC grew its position in shares of Schwab US Small-Cap ETF by 129,999.2% during the 4th quarter. Moneta Group Investment Advisors LLC now owns 408,883,609 shares of the company’s stock valued at $16,563,875,000 after acquiring an additional 408,569,323 shares during the period. Charles Schwab Investment Advisory Inc. grew its position in shares of Schwab US Small-Cap ETF by 109.5% during the 1st quarter. Charles Schwab Investment Advisory Inc. now owns 93,500,710 shares of the company’s stock valued at $4,428,193,000 after acquiring an additional 48,866,721 shares during the period. Bank of America Corp DE grew its position in shares of Schwab US Small-Cap ETF by 5.8% during the 1st quarter. Bank of America Corp DE now owns 9,229,082 shares of the company’s stock valued at $386,975,000 after acquiring an additional 507,613 shares during the period. Charles Schwab Investment Management Inc. grew its position in shares of Schwab US Small-Cap ETF by 3.7% during the 3rd quarter. Charles Schwab Investment Management Inc. now owns 8,983,350 shares of the company’s stock valued at $372,090,000 after acquiring an additional 322,503 shares during the period. Finally, Sei Investments Co. grew its position in shares of Schwab US Small-Cap ETF by 0.7% during the 3rd quarter. Sei Investments Co. now owns 7,614,345 shares of the company’s stock valued at $315,389,000 after acquiring an additional 51,732 shares during the period.

Schwab US Small-Cap ETF Price Performance

Shares of SCHA stock opened at $49.08 on Thursday. Schwab US Small-Cap ETF has a 1 year low of $38.05 and a 1 year high of $49.07. The firm has a fifty day moving average price of $47.04 and a 200-day moving average price of $44.23. The company has a market cap of $16.97 billion, a price-to-earnings ratio of 11.63 and a beta of 1.17.

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.