Compass Financial Group INC SD Boosts Stock Position in Schwab US Small-Cap ETF (NYSEARCA:SCHA)

Compass Financial Group INC SD raised its holdings in Schwab US Small-Cap ETF (NYSEARCA:SCHA) by 106.8% during the fourth quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 239,375 shares of the company’s stock after buying an additional 123,602 shares during the period. Schwab US Small-Cap ETF comprises about 1.2% of Compass Financial Group INC SD’s holdings, making the stock its 12th largest position. Compass Financial Group INC SD owned 0.07% of Schwab US Small-Cap ETF worth $6,190,000 at the end of the most recent quarter.

A number of other institutional investors also recently bought and sold shares of the business. Scarborough Advisors LLC raised its position in shares of Schwab US Small-Cap ETF by 75.9% during the 4th quarter. Scarborough Advisors LLC now owns 46,095 shares of the company’s stock worth $1,192,000 after acquiring an additional 19,892 shares in the last quarter. LTG Capital LLC increased its stake in Schwab US Small-Cap ETF by 100.0% in the fourth quarter. LTG Capital LLC now owns 64,522 shares of the company’s stock valued at $1,669,000 after purchasing an additional 32,267 shares during the last quarter. BCK Partners Inc. raised its holdings in Schwab US Small-Cap ETF by 80.9% during the fourth quarter. BCK Partners Inc. now owns 49,245 shares of the company’s stock worth $1,273,000 after purchasing an additional 22,022 shares in the last quarter. Valeo Financial Advisors LLC lifted its position in shares of Schwab US Small-Cap ETF by 70.4% during the 4th quarter. Valeo Financial Advisors LLC now owns 22,636 shares of the company’s stock worth $585,000 after buying an additional 9,353 shares during the last quarter. Finally, Blue Trust Inc. boosted its holdings in shares of Schwab US Small-Cap ETF by 481.9% in the 4th quarter. Blue Trust Inc. now owns 15,566 shares of the company’s stock valued at $403,000 after buying an additional 12,891 shares in the last quarter.

Schwab US Small-Cap ETF Price Performance

NYSEARCA SCHA opened at $26.60 on Friday. The firm’s fifty day moving average price is $26.52 and its 200 day moving average price is $26.04. Schwab US Small-Cap ETF has a 12 month low of $22.53 and a 12 month high of $28.57. The company has a market capitalization of $9.27 billion, a price-to-earnings ratio of 14.51 and a beta of 1.19.

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.