Peak Financial Management Inc. Has $250,000 Holdings in Schwab US Small-Cap ETF $SCHA

Peak Financial Management Inc. grew its holdings in shares of Schwab US Small-Cap ETF (NYSEARCA:SCHA) by 14.4% during the second quarter, according to its most recent 13F filing with the SEC. The institutional investor owned 9,884 shares of the company’s stock after buying an additional 1,247 shares during the period. Peak Financial Management Inc.’s holdings in Schwab US Small-Cap ETF were worth $250,000 as of its most recent filing with the SEC.

Other institutional investors and hedge funds have also recently modified their holdings of the company. GAMMA Investing LLC boosted its holdings in shares of Schwab US Small-Cap ETF by 2,244.2% during the 1st quarter. GAMMA Investing LLC now owns 12,471 shares of the company’s stock worth $292,000 after buying an additional 11,939 shares in the last quarter. Golden Reserve Retirement LLC bought a new position in shares of Schwab US Small-Cap ETF during the 1st quarter worth approximately $23,698,000. Avantax Advisory Services Inc. boosted its holdings in shares of Schwab US Small-Cap ETF by 22.0% during the 1st quarter. Avantax Advisory Services Inc. now owns 108,074 shares of the company’s stock worth $2,532,000 after buying an additional 19,466 shares in the last quarter. Assetmark Inc. boosted its holdings in shares of Schwab US Small-Cap ETF by 20.9% during the 1st quarter. Assetmark Inc. now owns 2,990 shares of the company’s stock worth $70,000 after buying an additional 516 shares in the last quarter. Finally, Dearborn Partners LLC boosted its holdings in shares of Schwab US Small-Cap ETF by 40.1% during the 1st quarter. Dearborn Partners LLC now owns 14,194 shares of the company’s stock worth $333,000 after buying an additional 4,066 shares in the last quarter.

Schwab US Small-Cap ETF Stock Performance

Schwab US Small-Cap ETF stock opened at $28.28 on Thursday. The stock has a market capitalization of $19.47 billion, a price-to-earnings ratio of 17.65 and a beta of 1.17. Schwab US Small-Cap ETF has a 52-week low of $20.04 and a 52-week high of $28.57. The stock’s 50 day moving average price is $27.21 and its two-hundred day moving average price is $25.22.

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.