Schwab US Small-Cap ETF (NYSEARCA:SCHA) Shares Sold by Joule Financial LLC

Joule Financial LLC reduced its holdings in Schwab US Small-Cap ETF (NYSEARCA:SCHA) by 1.2% in the first quarter, according to the company in its most recent Form 13F filing with the SEC. The institutional investor owned 659,619 shares of the company’s stock after selling 7,813 shares during the quarter. Schwab US Small-Cap ETF comprises 5.4% of Joule Financial LLC’s holdings, making the stock its 6th largest holding. Joule Financial LLC owned 0.10% of Schwab US Small-Cap ETF worth $15,455,000 as of its most recent SEC filing.

Other institutional investors have also recently added to or reduced their stakes in the company. McClarren Financial Advisors Inc. acquired a new position in shares of Schwab US Small-Cap ETF during the fourth quarter valued at about $25,000. TD Capital Management LLC increased its position in Schwab US Small-Cap ETF by 100.4% in the 4th quarter. TD Capital Management LLC now owns 958 shares of the company’s stock valued at $25,000 after buying an additional 480 shares in the last quarter. Bellevue Asset Management LLC raised its stake in Schwab US Small-Cap ETF by 551.4% during the 4th quarter. Bellevue Asset Management LLC now owns 964 shares of the company’s stock worth $25,000 after buying an additional 816 shares during the period. Accredited Wealth Management LLC acquired a new position in Schwab US Small-Cap ETF during the 4th quarter worth approximately $26,000. Finally, Main Street Group LTD boosted its holdings in Schwab US Small-Cap ETF by 101.6% in the fourth quarter. Main Street Group LTD now owns 1,000 shares of the company’s stock worth $26,000 after acquiring an additional 504 shares in the last quarter.

Schwab US Small-Cap ETF Stock Performance

Shares of Schwab US Small-Cap ETF stock opened at $24.88 on Friday. The stock has a market capitalization of $17.08 billion, a PE ratio of 17.26 and a beta of 1.13. 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 50 day moving average price of $23.14 and a two-hundred day moving average price of $25.03.

Schwab US Small-Cap ETF 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.