Schwab US Small-Cap ETF $SCHA Shares Sold by Mokosak Advisory Group LLC

Mokosak Advisory Group LLC cut its holdings in shares of Schwab US Small-Cap ETF (NYSEARCA:SCHA) by 1.7% during the first quarter, according to its most recent filing with the Securities & Exchange Commission. The firm owned 1,196,865 shares of the company’s stock after selling 20,931 shares during the period. Schwab US Small-Cap ETF makes up about 8.7% of Mokosak Advisory Group LLC’s portfolio, making the stock its 4th largest holding. Mokosak Advisory Group LLC owned 0.17% of Schwab US Small-Cap ETF worth $34,811,000 at the end of the most recent quarter.

Other institutional investors and hedge funds have also recently modified their holdings of the company. Morton Brown Family Wealth LLC purchased a new position in Schwab US Small-Cap ETF during the fourth quarter worth approximately $30,000. Tompkins Financial Corp increased its position in shares of Schwab US Small-Cap ETF by 1,982.7% in the fourth quarter. Tompkins Financial Corp now owns 1,083 shares of the company’s stock valued at $31,000 after buying an additional 1,031 shares in the last quarter. International Assets Investment Management LLC purchased a new stake in shares of Schwab US Small-Cap ETF in the fourth quarter valued at approximately $31,000. Stephens Consulting LLC raised its stake in shares of Schwab US Small-Cap ETF by 3,108.3% during the 4th quarter. Stephens Consulting LLC now owns 1,155 shares of the company’s stock worth $33,000 after buying an additional 1,119 shares during the period. Finally, Hilton Head Capital Partners LLC acquired a new position in shares of Schwab US Small-Cap ETF during the 4th quarter worth approximately $34,000.

Schwab US Small-Cap ETF Price Performance

Shares of NYSEARCA:SCHA opened at $34.92 on Friday. The business’s 50 day moving average price is $33.85 and its 200-day moving average price is $31.34. Schwab US Small-Cap ETF has a 1 year low of $24.95 and a 1 year high of $36.20. The firm has a market capitalization of $24.04 billion, a price-to-earnings ratio of 17.65 and a beta of 1.09.

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. 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.