Green Ridge Wealth Planning LLC Purchases New Position in Schwab US Small-Cap ETF $SCHA

Green Ridge Wealth Planning LLC acquired a new position in shares of Schwab US Small-Cap ETF (NYSEARCA:SCHAFree Report) during the 2nd quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The firm acquired 110,320 shares of the company’s stock, valued at approximately $3,986,000. Schwab US Small-Cap ETF comprises about 1.7% of Green Ridge Wealth Planning LLC’s portfolio, making the stock its 19th biggest holding.

Other institutional investors have also recently bought and sold shares of the company. Clark Asset Management LLC increased its stake in Schwab US Small-Cap ETF by 121.7% in the second quarter. Clark Asset Management LLC now owns 18,221 shares of the company’s stock valued at $658,000 after purchasing an additional 10,002 shares in the last quarter. Evanson Financial LLC bought a new position in shares of Schwab US Small-Cap ETF during the second quarter worth $737,000. Hardin Capital Partners LLC boosted its position in shares of Schwab US Small-Cap ETF by 8.8% during the second quarter. Hardin Capital Partners LLC now owns 15,968 shares of the company’s stock worth $578,000 after purchasing an additional 1,291 shares in the last quarter. Chapin Davis Inc. bought a new position in shares of Schwab US Small-Cap ETF during the second quarter worth $207,000. Finally, Foster Group Inc. grew its holdings in shares of Schwab US Small-Cap ETF by 0.6% in the 2nd quarter. Foster Group Inc. now owns 112,096 shares of the company’s stock valued at $4,050,000 after buying an additional 696 shares during the period.

Schwab US Small-Cap ETF Stock Up 1.2%

SCHA opened at $34.83 on Friday. Schwab US Small-Cap ETF has a 12 month low of $25.67 and a 12 month high of $36.20. The company has a fifty day simple moving average of $34.51 and a 200 day simple moving average of $32.20. The stock has a market cap of $23.98 billion, a P/E ratio of 17.65 and a beta of 1.10.

Schwab US Small-Cap ETF Company Profile

(Free Report)

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.

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Institutional Ownership by Quarter for Schwab US Small-Cap ETF (NYSEARCA:SCHA)

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