Schwab US Small-Cap ETF $SCHA Shares Sold by Joule Financial LLC

Joule Financial LLC lowered its position in shares of Schwab US Small-Cap ETF (NYSEARCA:SCHA) by 3.0% in the 4th quarter, Holdings Channel reports. The fund owned 802,607 shares of the company’s stock after selling 24,833 shares during the period. Schwab US Small-Cap ETF comprises 6.8% of Joule Financial LLC’s investment portfolio, making the stock its 5th biggest holding. Joule Financial LLC’s holdings in Schwab US Small-Cap ETF were worth $22,858,000 at the end of the most recent quarter.

A number of other large investors have also modified their holdings of SCHA. Godsey & Gibb Inc. bought a new stake in Schwab US Small-Cap ETF in the 3rd quarter valued at about $28,000. Tompkins Financial Corp grew its position in Schwab US Small-Cap ETF by 1,982.7% in the 4th quarter. Tompkins Financial Corp now owns 1,083 shares of the company’s stock worth $31,000 after purchasing an additional 1,031 shares during the last quarter. Kiker Wealth Management LLC acquired a new stake in shares of Schwab US Small-Cap ETF in the third quarter valued at approximately $31,000. Stephens Consulting LLC increased its stake in shares of Schwab US Small-Cap ETF by 3,108.3% in the fourth quarter. Stephens Consulting LLC now owns 1,155 shares of the company’s stock valued at $33,000 after purchasing an additional 1,119 shares during the period. Finally, Fifth Third Bancorp increased its stake in shares of Schwab US Small-Cap ETF by 46.0% in the third quarter. Fifth Third Bancorp now owns 1,273 shares of the company’s stock valued at $36,000 after purchasing an additional 401 shares during the period.

Schwab US Small-Cap ETF Stock Performance

SCHA opened at $29.52 on Friday. The business’s 50 day moving average is $29.92 and its 200-day moving average is $29.03. The stock has a market cap of $20.32 billion, a PE ratio of 17.65 and a beta of 1.13. Schwab US Small-Cap ETF has a twelve month low of $20.04 and a twelve month high of $31.25.

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.