Churchill Financial Advisors LLC Invests $4.07 Million in Schwab US Small-Cap ETF $SCHA

Churchill Financial Advisors LLC purchased a new position in shares of Schwab US Small-Cap ETF (NYSEARCA:SCHA) during the fourth quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The fund purchased 142,717 shares of the company’s stock, valued at approximately $4,065,000. Schwab US Small-Cap ETF accounts for 1.2% of Churchill Financial Advisors LLC’s investment portfolio, making the stock its 20th largest holding.

A number of other hedge funds also recently modified their holdings of the business. Clearwater Capital Advisors LLC lifted its holdings in shares of Schwab US Small-Cap ETF by 0.7% during the fourth quarter. Clearwater Capital Advisors LLC now owns 612,302 shares of the company’s stock worth $17,438,000 after purchasing an additional 4,104 shares during the period. Sensible Money LLC lifted its holdings in shares of Schwab US Small-Cap ETF by 8.9% during the fourth quarter. Sensible Money LLC now owns 127,722 shares of the company’s stock worth $3,638,000 after purchasing an additional 10,387 shares during the period. Hantz Financial Services Inc. lifted its holdings in shares of Schwab US Small-Cap ETF by 52.6% during the fourth quarter. Hantz Financial Services Inc. now owns 1,282 shares of the company’s stock worth $36,000 after purchasing an additional 442 shares during the period. HBK Sorce Advisory LLC lifted its holdings in shares of Schwab US Small-Cap ETF by 0.5% during the fourth quarter. HBK Sorce Advisory LLC now owns 106,835 shares of the company’s stock worth $3,300,000 after purchasing an additional 486 shares during the period. Finally, Allen Capital Group LLC lifted its holdings in shares of Schwab US Small-Cap ETF by 7.2% during the fourth quarter. Allen Capital Group LLC now owns 79,695 shares of the company’s stock worth $2,270,000 after purchasing an additional 5,384 shares during the period.

Schwab US Small-Cap ETF Stock Performance

Shares of NYSEARCA:SCHA opened at $33.33 on Monday. The firm has a market cap of $22.95 billion, a PE ratio of 17.65 and a beta of 1.10. The firm’s fifty day moving average is $31.08 and its 200-day moving average is $29.99. Schwab US Small-Cap ETF has a 52 week low of $23.55 and a 52 week high of $33.66.

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.