Schwab US Small-Cap ETF (NYSEARCA:SCHA) is Joule Financial LLC’s 5th Largest Position

Joule Financial LLC grew its position in shares of Schwab US Small-Cap ETF (NYSEARCA:SCHA) by 116.3% during the 4th quarter, according to the company in its most recent disclosure with the SEC. The fund owned 667,432 shares of the company’s stock after purchasing an additional 358,898 shares during the quarter. Schwab US Small-Cap ETF makes up about 6.1% of Joule Financial LLC’s holdings, making the stock its 5th largest position. Joule Financial LLC owned 0.19% of Schwab US Small-Cap ETF worth $17,260,000 at the end of the most recent reporting period.

Other hedge funds and other institutional investors have also made changes to their positions in the company. Whitaker Myers Wealth Managers LTD. boosted its holdings in shares of Schwab US Small-Cap ETF by 85.0% in the fourth quarter. Whitaker Myers Wealth Managers LTD. now owns 40,360 shares of the company’s stock valued at $1,044,000 after acquiring an additional 18,549 shares during the period. BNC Wealth Management LLC raised its position in Schwab US Small-Cap ETF by 110.5% in the 4th quarter. BNC Wealth Management LLC now owns 116,641 shares of the company’s stock valued at $3,016,000 after purchasing an additional 61,233 shares during the last quarter. Bowman & Co S.C. boosted its stake in Schwab US Small-Cap ETF by 106.2% during the 4th quarter. Bowman & Co S.C. now owns 12,383 shares of the company’s stock worth $320,000 after purchasing an additional 6,379 shares during the period. Riversedge Advisors LLC grew its position in Schwab US Small-Cap ETF by 98.4% during the 4th quarter. Riversedge Advisors LLC now owns 645,618 shares of the company’s stock worth $16,696,000 after purchasing an additional 320,234 shares during the last quarter. Finally, Financial Advisors LLC increased its stake in Schwab US Small-Cap ETF by 100.1% in the fourth quarter. Financial Advisors LLC now owns 62,792 shares of the company’s stock valued at $1,624,000 after purchasing an additional 31,418 shares during the period.

Schwab US Small-Cap ETF Stock Performance

Shares of SCHA opened at $26.55 on Friday. Schwab US Small-Cap ETF has a fifty-two week low of $22.30 and a fifty-two week high of $28.57. The firm has a 50-day simple moving average of $26.87 and a 200-day simple moving average of $25.78. The company has a market capitalization of $9.26 billion, a price-to-earnings ratio of 14.51 and a beta of 1.19.

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.