Lee Financial Co Buys 46,275 Shares of Schwab US Small-Cap ETF (NYSEARCA:SCHA)

Lee Financial Co increased its stake in Schwab US Small-Cap ETF (NYSEARCA:SCHA) by 98.7% in the fourth quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The fund owned 93,152 shares of the company’s stock after buying an additional 46,275 shares during the quarter. Schwab US Small-Cap ETF comprises approximately 0.3% of Lee Financial Co’s holdings, making the stock its 29th largest holding. Lee Financial Co’s holdings in Schwab US Small-Cap ETF were worth $2,409,000 at the end of the most recent reporting period.

Several other institutional investors and hedge funds also recently bought and sold shares of the company. Capital Performance Advisors LLP purchased a new position in shares of Schwab US Small-Cap ETF during the 3rd quarter worth about $33,000. McClarren Financial Advisors Inc. bought a new stake in Schwab US Small-Cap ETF in the fourth quarter worth about $25,000. Pacifica Partners Inc. boosted its position in shares of Schwab US Small-Cap ETF by 100.0% during the fourth quarter. Pacifica Partners Inc. now owns 998 shares of the company’s stock valued at $26,000 after buying an additional 499 shares during the period. Westside Investment Management Inc. grew its stake in shares of Schwab US Small-Cap ETF by 186.7% during the third quarter. Westside Investment Management Inc. now owns 1,124 shares of the company’s stock valued at $58,000 after buying an additional 732 shares during the last quarter. Finally, MassMutual Private Wealth & Trust FSB raised its holdings in shares of Schwab US Small-Cap ETF by 95.6% in the fourth quarter. MassMutual Private Wealth & Trust FSB now owns 1,154 shares of the company’s stock worth $30,000 after buying an additional 564 shares during the period.

Schwab US Small-Cap ETF Stock Down 0.1 %

SCHA opened at $26.60 on Friday. The business has a fifty day moving average of $26.49 and a 200 day moving average of $26.06. The stock has a market cap of $9.27 billion, a P/E ratio of 14.51 and a beta of 1.19. Schwab US Small-Cap ETF has a 52-week low of $22.53 and a 52-week 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.