Spartan Wealth Advisory Services LLC Invests $1.48 Million in Schwab US Small-Cap ETF $SCHA

Spartan Wealth Advisory Services LLC purchased a new stake in shares of Schwab US Small-Cap ETF (NYSEARCA:SCHA) during the first quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The firm purchased 50,805 shares of the company’s stock, valued at approximately $1,477,000.

A number of other large investors also recently made changes to their positions in SCHA. Investment Research Partners LLC grew its position in Schwab US Small-Cap ETF by 2.7% in the 4th quarter. Investment Research Partners LLC now owns 12,697 shares of the company’s stock worth $362,000 after purchasing an additional 330 shares in the last quarter. Rossby Financial LCC lifted its position in shares of Schwab US Small-Cap ETF by 27.3% during the 4th quarter. Rossby Financial LCC now owns 1,586 shares of the company’s stock worth $45,000 after buying an additional 340 shares in the last quarter. Zhang Financial LLC boosted its stake in shares of Schwab US Small-Cap ETF by 1.6% in the 4th quarter. Zhang Financial LLC now owns 22,176 shares of the company’s stock worth $632,000 after buying an additional 359 shares during the last quarter. Geometric Wealth Advisors boosted its stake in shares of Schwab US Small-Cap ETF by 2.2% in the 4th quarter. Geometric Wealth Advisors now owns 16,847 shares of the company’s stock worth $480,000 after buying an additional 365 shares during the last quarter. Finally, CWA Asset Management Group LLC boosted its stake in shares of Schwab US Small-Cap ETF by 1.3% in the 4th quarter. CWA Asset Management Group LLC now owns 30,700 shares of the company’s stock worth $874,000 after buying an additional 381 shares during the last quarter.

Schwab US Small-Cap ETF Price Performance

SCHA stock opened at $34.05 on Monday. The firm has a market cap of $23.44 billion, a PE ratio of 17.65 and a beta of 1.09. The business has a 50 day moving average of $34.24 and a 200-day moving average of $31.75. Schwab US Small-Cap ETF has a 12-month low of $24.95 and a 12-month high of $36.20.

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. 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.