Moneywise Inc. Sells 31,633 Shares of Schwab US Small-Cap ETF $SCHA

Moneywise Inc. cut its holdings in Schwab US Small-Cap ETF (NYSEARCA:SCHA) by 23.0% during the 4th quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The institutional investor owned 105,777 shares of the company’s stock after selling 31,633 shares during the quarter. Schwab US Small-Cap ETF accounts for approximately 1.3% of Moneywise Inc.’s holdings, making the stock its 22nd largest position. Moneywise Inc.’s holdings in Schwab US Small-Cap ETF were worth $3,013,000 at the end of the most recent quarter.

Several other hedge funds and other institutional investors have also added to or reduced their stakes in the business. Allworth Financial LP lifted its holdings in shares of Schwab US Small-Cap ETF by 3.2% during the 4th quarter. Allworth Financial LP now owns 233,450 shares of the company’s stock valued at $6,649,000 after buying an additional 7,174 shares during the period. Sage Financial Management Group Inc. lifted its holdings in shares of Schwab US Small-Cap ETF by 0.7% during the 4th quarter. Sage Financial Management Group Inc. now owns 77,218 shares of the company’s stock valued at $2,199,000 after buying an additional 542 shares during the period. Grey Ledge Advisors LLC lifted its holdings in shares of Schwab US Small-Cap ETF by 1,047.2% during the 4th quarter. Grey Ledge Advisors LLC now owns 7,893 shares of the company’s stock valued at $225,000 after buying an additional 7,205 shares during the period. Strategic Family Wealth Counselors L.L.C. lifted its holdings in shares of Schwab US Small-Cap ETF by 3.7% during the 4th quarter. Strategic Family Wealth Counselors L.L.C. now owns 388,298 shares of the company’s stock valued at $11,727,000 after buying an additional 13,689 shares during the period. Finally, Ameritas Advisory Services LLC lifted its holdings in shares of Schwab US Small-Cap ETF by 141.8% during the 4th quarter. Ameritas Advisory Services LLC now owns 73,174 shares of the company’s stock valued at $2,084,000 after buying an additional 42,908 shares during the period.

Schwab US Small-Cap ETF Price Performance

NYSEARCA SCHA opened at $33.09 on Thursday. The business’s fifty day moving average price is $30.66 and its 200-day moving average price is $29.76. The stock has a market capitalization of $22.78 billion, a price-to-earnings ratio of 17.65 and a beta of 1.10. Schwab US Small-Cap ETF has a 1-year low of $23.55 and a 1-year high of $33.66.

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. The types of derivatives used by the Fund are options, futures, options on futures and swaps. The Fund may lend its portfolio securities to brokers, dealers and other financial institutions.