Capital Planning LLC Makes New Investment in Schwab US Small-Cap ETF (NYSEARCA:SCHA)

Capital Planning LLC bought a new position in shares of Schwab US Small-Cap ETF (NYSEARCA:SCHA) during the 4th quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional investor bought 19,392 shares of the company’s stock, valued at approximately $501,000.

Several other institutional investors and hedge funds also recently added to or reduced their stakes in SCHA. Pacifica Partners Inc. grew its position in Schwab US Small-Cap ETF by 100.0% during the fourth quarter. Pacifica Partners Inc. now owns 998 shares of the company’s stock worth $26,000 after buying an additional 499 shares during the period. Massmutual Trust Co. FSB ADV acquired a new position in Schwab US Small-Cap ETF during the third quarter worth about $30,000. Capital Performance Advisors LLP acquired a new position in Schwab US Small-Cap ETF during the third quarter worth about $33,000. Lowe Wealth Advisors LLC acquired a new position in Schwab US Small-Cap ETF during the fourth quarter worth about $35,000. Finally, Sound Income Strategies LLC grew its position in Schwab US Small-Cap ETF by 604.3% during the third quarter. Sound Income Strategies LLC now owns 824 shares of the company’s stock worth $42,000 after buying an additional 707 shares during the period.

Schwab US Small-Cap ETF Price Performance

Shares of NYSEARCA SCHA opened at $26.43 on Friday. Schwab US Small-Cap ETF has a 12-month low of $22.24 and a 12-month high of $28.57. The company has a market capitalization of $9.21 billion, a PE ratio of 14.51 and a beta of 1.19. The firm’s 50-day moving average is $26.89 and its two-hundred day moving average is $25.74.

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.