Flatrock Wealth Partners LLC Makes New $610,000 Investment in Schwab US Small-Cap ETF $SCHA

Flatrock Wealth Partners LLC bought a new stake in Schwab US Small-Cap ETF (NYSEARCA:SCHA) in the first quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The firm bought 20,988 shares of the company’s stock, valued at approximately $610,000.

Several other institutional investors and hedge funds have also added to or reduced their stakes in the stock. CIBC Private Wealth Group LLC lifted its position in shares of Schwab US Small-Cap ETF by 41.3% during the third quarter. CIBC Private Wealth Group LLC now owns 70,203 shares of the company’s stock worth $1,959,000 after purchasing an additional 20,505 shares in the last quarter. Meriwether Wealth & Planning LLC acquired a new stake in shares of Schwab US Small-Cap ETF in the fourth quarter valued at approximately $5,580,000. Rede Wealth LLC bought a new position in Schwab US Small-Cap ETF in the 4th quarter worth approximately $1,237,000. Dorato Capital Management bought a new position in Schwab US Small-Cap ETF in the 4th quarter worth approximately $2,419,000. Finally, HHM Wealth Advisors LLC lifted its holdings in Schwab US Small-Cap ETF by 4.4% during the 1st quarter. HHM Wealth Advisors LLC now owns 465,370 shares of the company’s stock worth $13,533,000 after buying an additional 19,671 shares in the last quarter.

Schwab US Small-Cap ETF Stock Performance

NYSEARCA:SCHA opened at $34.50 on Wednesday. The company has a market cap of $23.75 billion, a price-to-earnings ratio of 17.65 and a beta of 1.09. The stock’s fifty day moving average price is $33.96 and its two-hundred day moving average price is $31.44. Schwab US Small-Cap ETF has a 52-week low of $24.95 and a 52-week high of $36.20.

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. 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.