Lutz Financial Services LLC Purchases 165,036 Shares of Schwab US Small-Cap ETF (NYSEARCA:SCHA)

Lutz Financial Services LLC boosted its position in shares of Schwab US Small-Cap ETF (NYSEARCA:SCHA) by 101.1% in the 4th quarter, according to its most recent filing with the Securities and Exchange Commission. The fund owned 328,270 shares of the company’s stock after purchasing an additional 165,036 shares during the quarter. Lutz Financial Services LLC’s holdings in Schwab US Small-Cap ETF were worth $8,489,000 as of its most recent filing with the Securities and Exchange Commission.

Several other institutional investors and hedge funds have also recently added to or reduced their stakes in SCHA. Blue Trust Inc. increased its stake in shares of Schwab US Small-Cap ETF by 33.2% in the 3rd quarter. Blue Trust Inc. now owns 2,675 shares of the company’s stock valued at $127,000 after acquiring an additional 667 shares during the last quarter. Raymond James & Associates increased its stake in shares of Schwab US Small-Cap ETF by 8.7% in the 3rd quarter. Raymond James & Associates now owns 91,104 shares of the company’s stock valued at $4,692,000 after acquiring an additional 7,299 shares during the last quarter. Private Advisor Group LLC increased its stake in shares of Schwab US Small-Cap ETF by 11.1% in the 3rd quarter. Private Advisor Group LLC now owns 88,226 shares of the company’s stock valued at $4,540,000 after acquiring an additional 8,810 shares during the last quarter. International Assets Investment Management LLC increased its stake in shares of Schwab US Small-Cap ETF by 489,456.8% in the 3rd quarter. International Assets Investment Management LLC now owns 2,653,398 shares of the company’s stock valued at $136,650,000 after acquiring an additional 2,652,856 shares during the last quarter. Finally, Silver Oak Securities Incorporated increased its stake in shares of Schwab US Small-Cap ETF by 161.7% in the 3rd quarter. Silver Oak Securities Incorporated now owns 9,409 shares of the company’s stock valued at $484,000 after acquiring an additional 5,813 shares during the last quarter.

Schwab US Small-Cap ETF Price Performance

Shares of SCHA stock opened at $25.61 on Friday. The stock has a market cap of $17.97 billion, a PE ratio of 17.66 and a beta of 1.19. The stock has a 50-day moving average of $26.38 and a 200-day moving average of $26.11. Schwab US Small-Cap ETF has a one year low of $22.53 and a one year high of $28.57.

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.