Synergy Investment Management LLC Makes New $56,000 Investment in Schwab US Small-Cap ETF (NYSEARCA:SCHA)

Synergy Investment Management LLC bought a new position in Schwab US Small-Cap ETF (NYSEARCA:SCHA) during the fourth quarter, Holdings Channel.com reports. The institutional investor bought 2,178 shares of the company’s stock, valued at approximately $56,000.

Other institutional investors have also bought and sold shares of the company. JFS Wealth Advisors LLC lifted its stake in Schwab US Small-Cap ETF by 80.6% in the 4th quarter. JFS Wealth Advisors LLC now owns 73,441 shares of the company’s stock worth $1,899,000 after purchasing an additional 32,779 shares in the last quarter. Principal Securities Inc. lifted its stake in Schwab US Small-Cap ETF by 129.6% in the 4th quarter. Principal Securities Inc. now owns 19,299 shares of the company’s stock worth $499,000 after purchasing an additional 10,895 shares in the last quarter. World Investment Advisors LLC lifted its stake in Schwab US Small-Cap ETF by 20.3% in the 3rd quarter. World Investment Advisors LLC now owns 18,666 shares of the company’s stock worth $961,000 after purchasing an additional 3,147 shares in the last quarter. Sculati Wealth Management LLC lifted its stake in Schwab US Small-Cap ETF by 107.9% in the 3rd quarter. Sculati Wealth Management LLC now owns 116,663 shares of the company’s stock worth $5,744,000 after purchasing an additional 60,552 shares in the last quarter. Finally, Fulcrum Equity Management raised its position in shares of Schwab US Small-Cap ETF by 8.9% during the 3rd quarter. Fulcrum Equity Management now owns 19,115 shares of the company’s stock valued at $984,000 after buying an additional 1,559 shares during the period.

Schwab US Small-Cap ETF Stock Performance

SCHA stock opened at $24.24 on Wednesday. The firm has a market cap of $17.01 billion, a PE ratio of 17.66 and a beta of 1.19. The firm’s 50 day moving average price is $26.21 and its 200-day moving average price is $26.18. Schwab US Small-Cap ETF has a one year low of $22.53 and a one year high of $28.57.

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.