White & Co Financial Planning Inc Invests $18.04 Million in Schwab US Small-Cap ETF (NYSEARCA:SCHA)

White & Co Financial Planning Inc bought a new stake in Schwab US Small-Cap ETF (NYSEARCA:SCHA) during the 4th quarter, HoldingsChannel reports. The institutional investor bought 697,698 shares of the company’s stock, valued at approximately $18,042,000. Schwab US Small-Cap ETF comprises approximately 15.3% of White & Co Financial Planning Inc’s portfolio, making the stock its 2nd biggest position.

Other institutional investors also recently added to or reduced their stakes in the company. World Investment Advisors LLC raised its position in shares of Schwab US Small-Cap ETF by 20.3% during the 3rd quarter. World Investment Advisors LLC now owns 18,666 shares of the company’s stock worth $961,000 after acquiring an additional 3,147 shares in the last quarter. Sculati Wealth Management LLC increased its stake in Schwab US Small-Cap ETF by 107.9% in the third quarter. Sculati Wealth Management LLC now owns 116,663 shares of the company’s stock valued at $5,744,000 after purchasing an additional 60,552 shares during the last quarter. Fulcrum Equity Management raised its holdings in Schwab US Small-Cap ETF by 8.9% during the third quarter. Fulcrum Equity Management now owns 19,115 shares of the company’s stock worth $984,000 after purchasing an additional 1,559 shares in the last quarter. Synovus Financial Corp lifted its position in shares of Schwab US Small-Cap ETF by 80.7% during the 3rd quarter. Synovus Financial Corp now owns 25,170 shares of the company’s stock worth $1,296,000 after buying an additional 11,242 shares during the last quarter. Finally, JPMorgan Chase & Co. boosted its holdings in shares of Schwab US Small-Cap ETF by 5.8% in the 3rd quarter. JPMorgan Chase & Co. now owns 470,419 shares of the company’s stock valued at $24,227,000 after buying an additional 25,811 shares in the last quarter.

Schwab US Small-Cap ETF Price Performance

NYSEARCA SCHA opened at $26.96 on Friday. Schwab US Small-Cap ETF has a 12 month low of $22.41 and a 12 month high of $28.57. The company has a market capitalization of $9.40 billion, a price-to-earnings ratio of 14.51 and a beta of 1.19. The firm’s fifty day moving average price is $26.82 and its 200 day moving average price is $25.95.

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.