Birchwood Financial Partners Inc. Invests $578,000 in Schwab US Small-Cap ETF $SCHA

Birchwood Financial Partners Inc. purchased a new position in Schwab US Small-Cap ETF (NYSEARCA:SCHA) during the fourth quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The fund purchased 20,301 shares of the company’s stock, valued at approximately $578,000.

Several other institutional investors also recently added to or reduced their stakes in the stock. Morton Brown Family Wealth LLC purchased a new stake in Schwab US Small-Cap ETF during the fourth quarter worth about $30,000. Tompkins Financial Corp boosted its stake in Schwab US Small-Cap ETF by 1,982.7% in the fourth quarter. Tompkins Financial Corp now owns 1,083 shares of the company’s stock valued at $31,000 after acquiring an additional 1,031 shares during the last quarter. International Assets Investment Management LLC purchased a new position in Schwab US Small-Cap ETF in the fourth quarter valued at about $31,000. Stephens Consulting LLC grew its position in shares of Schwab US Small-Cap ETF by 3,108.3% during the 4th quarter. Stephens Consulting LLC now owns 1,155 shares of the company’s stock valued at $33,000 after acquiring an additional 1,119 shares during the period. Finally, Hilton Head Capital Partners LLC bought a new position in shares of Schwab US Small-Cap ETF during the 4th quarter valued at approximately $34,000.

Schwab US Small-Cap ETF Stock Up 2.2%

Shares of SCHA stock opened at $35.19 on Friday. The company has a 50 day moving average of $33.01 and a 200-day moving average of $30.85. Schwab US Small-Cap ETF has a 12-month low of $24.33 and a 12-month high of $35.53. The firm has a market cap of $24.23 billion, a P/E ratio of 17.65 and a beta of 1.10.

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.