JPL Wealth Management LLC Takes Position in Schwab US Small-Cap ETF (NYSEARCA:SCHA)

JPL Wealth Management LLC bought a new stake in Schwab US Small-Cap ETF (NYSEARCA:SCHA) in the 4th quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The institutional investor bought 20,732 shares of the company’s stock, valued at approximately $536,000.

Several other institutional investors and hedge funds also recently made changes to their positions in the company. Phillips Financial Management LLC increased its holdings in Schwab US Small-Cap ETF by 99.1% during the fourth quarter. Phillips Financial Management LLC now owns 116,234 shares of the company’s stock worth $3,006,000 after buying an additional 57,841 shares during the last quarter. Commonwealth Equity Services LLC increased its holdings in Schwab US Small-Cap ETF by 102.7% during the fourth quarter. Commonwealth Equity Services LLC now owns 609,961 shares of the company’s stock worth $15,774,000 after buying an additional 309,049 shares during the last quarter. Madison Wealth Partners Inc boosted its position in Schwab US Small-Cap ETF by 93.2% during the fourth quarter. Madison Wealth Partners Inc now owns 28,965 shares of the company’s stock worth $749,000 after purchasing an additional 13,973 shares during the period. HBK Sorce Advisory LLC boosted its position in Schwab US Small-Cap ETF by 97.6% during the fourth quarter. HBK Sorce Advisory LLC now owns 99,908 shares of the company’s stock worth $2,584,000 after purchasing an additional 49,349 shares during the period. Finally, Avantax Advisory Services Inc. boosted its position in Schwab US Small-Cap ETF by 105.3% during the fourth quarter. Avantax Advisory Services Inc. now owns 88,608 shares of the company’s stock worth $2,291,000 after purchasing an additional 45,438 shares during the period.

Schwab US Small-Cap ETF Stock Up 0.3 %

Shares of NYSEARCA:SCHA opened at $23.56 on Thursday. The firm has a market capitalization of $16.53 billion, a PE ratio of 16.27 and a beta of 1.21. Schwab US Small-Cap ETF has a twelve month low of $22.53 and a twelve month high of $28.57. The company has a 50-day moving average price of $25.95 and a two-hundred day moving average price of $26.13.

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.