Joule Financial LLC Purchases 358,898 Shares of Schwab US Small-Cap ETF (NYSEARCA:SCHA)

Joule Financial LLC boosted its position in Schwab US Small-Cap ETF (NYSEARCA:SCHA) by 116.3% in the fourth quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The firm owned 667,432 shares of the company’s stock after purchasing an additional 358,898 shares during the period. Schwab US Small-Cap ETF comprises approximately 6.1% of Joule Financial LLC’s holdings, making the stock its 5th largest position. Joule Financial LLC’s holdings in Schwab US Small-Cap ETF were worth $17,260,000 at the end of the most recent quarter.

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

Schwab US Small-Cap ETF Stock Up 0.5 %

NYSEARCA: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’s fifty day simple moving average is $26.87 and its 200-day simple moving average is $25.78. The stock has a market cap of $9.26 billion, a PE ratio of 14.51 and a beta of 1.19.

About Schwab US Small-Cap ETF

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.