Juncture Wealth Strategies LLC Purchases 70,924 Shares of Schwab US Small-Cap ETF (NYSEARCA:SCHA)

Juncture Wealth Strategies LLC raised its position in Schwab US Small-Cap ETF (NYSEARCA:SCHA) by 96.4% during the 4th quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The firm owned 144,518 shares of the company’s stock after buying an additional 70,924 shares during the quarter. Schwab US Small-Cap ETF comprises about 1.4% of Juncture Wealth Strategies LLC’s holdings, making the stock its 16th largest position. Juncture Wealth Strategies LLC’s holdings in Schwab US Small-Cap ETF were worth $3,737,000 at the end of the most recent reporting period.

A number of other institutional investors have also recently made changes to their positions in SCHA. EverSource Wealth Advisors LLC boosted its holdings in Schwab US Small-Cap ETF by 367.2% in the 2nd quarter. EverSource Wealth Advisors LLC now owns 1,112 shares of the company’s stock worth $57,000 after buying an additional 874 shares during the period. AQR Capital Management LLC purchased a new stake in shares of Schwab US Small-Cap ETF during the second quarter worth $2,275,000. Copperwynd Financial LLC boosted its holdings in shares of Schwab US Small-Cap ETF by 17.9% in the second quarter. Copperwynd Financial LLC now owns 103,089 shares of the company’s stock worth $5,302,000 after acquiring an additional 15,685 shares during the period. Silver Lake Advisory LLC purchased a new position in shares of Schwab US Small-Cap ETF in the second quarter valued at $1,145,000. Finally, Northwestern Mutual Wealth Management Co. raised its stake in shares of Schwab US Small-Cap ETF by 9.5% during the 2nd quarter. Northwestern Mutual Wealth Management Co. now owns 1,526,979 shares of the company’s stock valued at $72,475,000 after purchasing an additional 132,538 shares during the period.

Schwab US Small-Cap ETF Stock Down 0.2 %

Shares of NYSEARCA SCHA opened at $26.92 on Friday. The company has a market cap of $9.38 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 $22.41 and a 52 week high of $28.57. The business has a 50-day simple moving average of $26.83 and a two-hundred day simple moving average of $25.90.

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.