Whelan Financial Has $1.92 Million Holdings in Schwab US Small-Cap ETF (NYSEARCA:SCHA)

Whelan Financial increased its holdings in shares of Schwab US Small-Cap ETF (NYSEARCA:SCHA) by 99.2% during the fourth quarter, Holdings Channel reports. The fund owned 74,265 shares of the company’s stock after purchasing an additional 36,986 shares during the period. Schwab US Small-Cap ETF makes up about 0.8% of Whelan Financial’s portfolio, making the stock its 14th biggest position. Whelan Financial’s holdings in Schwab US Small-Cap ETF were worth $1,920,000 as of its most recent SEC filing.

A number of other hedge funds and other institutional investors have also recently bought and sold shares of SCHA. JFS Wealth Advisors LLC lifted its position in Schwab US Small-Cap ETF by 80.6% during the 4th quarter. JFS Wealth Advisors LLC now owns 73,441 shares of the company’s stock valued at $1,899,000 after purchasing an additional 32,779 shares during the period. Principal Securities Inc. raised its stake in shares of Schwab US Small-Cap ETF by 129.6% during the fourth quarter. Principal Securities Inc. now owns 19,299 shares of the company’s stock worth $499,000 after buying an additional 10,895 shares during the last quarter. Somerset Group LLC lifted its holdings in Schwab US Small-Cap ETF by 93.1% in the fourth quarter. Somerset Group LLC now owns 12,624 shares of the company’s stock valued at $326,000 after buying an additional 6,085 shares during the period. Kestra Private Wealth Services LLC boosted its stake in Schwab US Small-Cap ETF by 100.4% in the fourth quarter. Kestra Private Wealth Services LLC now owns 18,525 shares of the company’s stock valued at $479,000 after acquiring an additional 9,281 shares during the last quarter. Finally, Ifrah Financial Services Inc. grew its holdings in Schwab US Small-Cap ETF by 105.0% during the 4th quarter. Ifrah Financial Services Inc. now owns 40,638 shares of the company’s stock worth $1,051,000 after acquiring an additional 20,817 shares during the period.

Schwab US Small-Cap ETF Stock Down 0.5%

SCHA stock opened at $24.67 on Tuesday. Schwab US Small-Cap ETF has a twelve month low of $20.04 and a twelve month high of $28.57. The company has a market cap of $17.00 billion, a P/E ratio of 17.26 and a beta of 1.13. The business’s fifty day moving average is $23.02 and its 200-day moving average is $25.27.

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.