Planned Solutions Inc. Purchases New Holdings in Schwab US Small-Cap ETF (NYSEARCA:SCHA)

Planned Solutions Inc. purchased a new stake in shares of Schwab US Small-Cap ETF (NYSEARCA:SCHA) in the 4th quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The institutional investor purchased 110,839 shares of the company’s stock, valued at approximately $5,236,000. Schwab US Small-Cap ETF comprises about 2.5% of Planned Solutions Inc.’s investment portfolio, making the stock its 12th largest holding.

Several other large investors have also recently bought and sold shares of the stock. Coppell Advisory Solutions LLC bought a new stake in Schwab US Small-Cap ETF in the second quarter valued at approximately $25,000. Zions Bancorporation N.A. bought a new stake in Schwab US Small-Cap ETF in the first quarter valued at approximately $29,000. Retirement Group LLC raised its stake in Schwab US Small-Cap ETF by 49.6% in the fourth quarter. Retirement Group LLC now owns 766 shares of the company’s stock valued at $31,000 after buying an additional 254 shares during the period. Indiana Trust & Investment Management CO bought a new position in shares of Schwab US Small-Cap ETF during the third quarter worth approximately $32,000. Finally, Stonebridge Capital Advisors LLC increased its stake in shares of Schwab US Small-Cap ETF by 490.4% during the fourth quarter. Stonebridge Capital Advisors LLC now owns 986 shares of the company’s stock worth $40,000 after purchasing an additional 819 shares during the period.

Schwab US Small-Cap ETF Trading Up 2.1 %

Shares of NYSEARCA SCHA opened at $49.08 on Thursday. The firm has a market cap of $16.97 billion, a P/E ratio of 11.63 and a beta of 1.17. Schwab US Small-Cap ETF has a 1-year low of $38.05 and a 1-year high of $49.07. The business’s 50 day moving average is $47.04 and its 200-day moving average is $44.23.

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.