Jeppson Wealth Management LLC Increases Holdings in Schwab US Small-Cap ETF (NYSEARCA:SCHA)

Jeppson Wealth Management LLC grew its holdings in Schwab US Small-Cap ETF (NYSEARCA:SCHA) by 98.8% during the fourth quarter, according to the company in its most recent filing with the SEC. The fund owned 15,056 shares of the company’s stock after acquiring an additional 7,483 shares during the quarter. Jeppson Wealth Management LLC’s holdings in Schwab US Small-Cap ETF were worth $389,000 at the end of the most recent reporting period.

A number of other hedge funds have also made changes to their positions in SCHA. Pacifica Partners Inc. boosted its holdings in Schwab US Small-Cap ETF by 100.0% in the fourth quarter. Pacifica Partners Inc. now owns 998 shares of the company’s stock valued at $26,000 after purchasing an additional 499 shares in the last quarter. Massmutual Trust Co. FSB ADV purchased a new stake in shares of Schwab US Small-Cap ETF during the 3rd quarter worth approximately $30,000. MassMutual Private Wealth & Trust FSB lifted its position in shares of Schwab US Small-Cap ETF by 95.6% during the 4th quarter. MassMutual Private Wealth & Trust FSB now owns 1,154 shares of the company’s stock worth $30,000 after buying an additional 564 shares during the last quarter. Capital Performance Advisors LLP acquired a new position in shares of Schwab US Small-Cap ETF in the 3rd quarter valued at $33,000. Finally, Lowe Wealth Advisors LLC purchased a new position in shares of Schwab US Small-Cap ETF in the 4th quarter valued at $35,000.

Schwab US Small-Cap ETF Price Performance

Shares of SCHA opened at $26.65 on Tuesday. Schwab US Small-Cap ETF has a 1-year low of $22.41 and a 1-year high of $28.57. The stock has a market cap of $9.29 billion, a PE ratio of 14.51 and a beta of 1.19. The firm has a fifty day moving average price of $26.83 and a 200 day moving average price of $25.91.

Schwab US Small-Cap ETF Company 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.