Meriwether Wealth & Planning LLC Buys Shares of 195,943 Schwab US Small-Cap ETF $SCHA

Meriwether Wealth & Planning LLC purchased a new stake in Schwab US Small-Cap ETF (NYSEARCA:SCHA) in the 4th quarter, according to the company in its most recent 13F filing with the SEC. The fund purchased 195,943 shares of the company’s stock, valued at approximately $5,580,000. Schwab US Small-Cap ETF makes up 3.1% of Meriwether Wealth & Planning LLC’s investment portfolio, making the stock its 6th biggest holding.

Other hedge funds have also recently modified their holdings of the company. Godsey & Gibb Inc. bought a new position in Schwab US Small-Cap ETF in the third quarter worth approximately $28,000. Tompkins Financial Corp lifted its holdings in Schwab US Small-Cap ETF by 1,982.7% during the fourth quarter. Tompkins Financial Corp now owns 1,083 shares of the company’s stock worth $31,000 after buying an additional 1,031 shares during the period. Kiker Wealth Management LLC bought a new stake in Schwab US Small-Cap ETF during the 3rd quarter valued at $31,000. Stephens Consulting LLC boosted its position in Schwab US Small-Cap ETF by 3,108.3% during the 4th quarter. Stephens Consulting LLC now owns 1,155 shares of the company’s stock valued at $33,000 after acquiring an additional 1,119 shares in the last quarter. Finally, Fifth Third Bancorp increased its holdings in shares of Schwab US Small-Cap ETF by 46.0% in the 3rd quarter. Fifth Third Bancorp now owns 1,273 shares of the company’s stock valued at $36,000 after acquiring an additional 401 shares during the period.

Schwab US Small-Cap ETF Stock Performance

SCHA opened at $28.46 on Monday. The firm has a market cap of $19.59 billion, a price-to-earnings ratio of 17.65 and a beta of 1.13. Schwab US Small-Cap ETF has a 12 month low of $20.04 and a 12 month high of $31.25. The stock has a fifty day moving average price of $30.07 and a 200-day moving average price of $28.99.

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. The types of derivatives used by the Fund are options, futures, options on futures and swaps. The Fund may lend its portfolio securities to brokers, dealers and other financial institutions.