Whelan Financial Sells 1,421 Shares of Schwab US Small-Cap ETF (NYSEARCA:SCHA)

Whelan Financial reduced its position in shares of Schwab US Small-Cap ETF (NYSEARCA:SCHA) by 1.9% in the 1st quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The firm owned 72,844 shares of the company’s stock after selling 1,421 shares during the period. Schwab US Small-Cap ETF accounts for approximately 0.7% of Whelan Financial’s holdings, making the stock its 17th biggest position. Whelan Financial’s holdings in Schwab US Small-Cap ETF were worth $1,707,000 at the end of the most recent reporting period.

Several other large investors have also modified their holdings of the company. Bank of America Corp DE raised its stake in Schwab US Small-Cap ETF by 109.4% during the 4th quarter. Bank of America Corp DE now owns 46,334,067 shares of the company’s stock valued at $1,198,199,000 after purchasing an additional 24,203,669 shares during the last quarter. Sei Investments Co. raised its stake in Schwab US Small-Cap ETF by 87.9% during the 4th quarter. Sei Investments Co. now owns 13,755,837 shares of the company’s stock valued at $355,726,000 after purchasing an additional 6,434,970 shares during the last quarter. Envestnet Asset Management Inc. raised its stake in Schwab US Small-Cap ETF by 216.3% during the 4th quarter. Envestnet Asset Management Inc. now owns 6,306,514 shares of the company’s stock valued at $163,086,000 after purchasing an additional 4,312,689 shares during the last quarter. Financial Engines Advisors L.L.C. raised its stake in shares of Schwab US Small-Cap ETF by 94.2% in the 4th quarter. Financial Engines Advisors L.L.C. now owns 5,099,991 shares of the company’s stock valued at $131,886,000 after buying an additional 2,473,980 shares in the last quarter. Finally, Cerity Partners LLC raised its stake in shares of Schwab US Small-Cap ETF by 105.6% in the 4th quarter. Cerity Partners LLC now owns 4,646,799 shares of the company’s stock valued at $120,190,000 after buying an additional 2,386,242 shares in the last quarter.

Schwab US Small-Cap ETF Stock Performance

Shares of SCHA stock opened at $26.08 on Friday. Schwab US Small-Cap ETF has a 52-week low of $20.04 and a 52-week high of $28.57. The stock has a market cap of $17.76 billion, a price-to-earnings ratio of 17.28 and a beta of 1.17. The firm has a fifty day moving average of $24.45 and a 200-day moving average of $24.66.

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.