Moneywise Inc. Sells 1,018 Shares of Schwab US Small-Cap ETF (SCHA)

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Moneywise Inc. lessened its holdings in shares of Schwab US Small-Cap ETF (NYSEARCA:SCHA) by 0.6% in the 3rd quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The firm owned 160,841 shares of the company’s stock after selling 1,018 shares during the period. Schwab US Small-Cap ETF comprises approximately 10.4% of Moneywise Inc.’s investment portfolio, making the stock its 2nd biggest position. Moneywise Inc. owned 0.14% of Schwab US Small-Cap ETF worth $12,251,000 at the end of the most recent quarter.

Other large investors have also made changes to their positions in the company. Successful Portfolios LLC raised its stake in shares of Schwab US Small-Cap ETF by 30.3% during the third quarter. Successful Portfolios LLC now owns 4,413 shares of the company’s stock valued at $336,000 after acquiring an additional 1,026 shares in the last quarter. Selective Wealth Management bought a new stake in shares of Schwab US Small-Cap ETF during the third quarter valued at approximately $100,000. Gemmer Asset Management LLC raised its stake in shares of Schwab US Small-Cap ETF by 24.8% during the third quarter. Gemmer Asset Management LLC now owns 324,232 shares of the company’s stock valued at $24,697,000 after acquiring an additional 64,522 shares in the last quarter. Murphy Middleton Hinkle & Parker Inc. bought a new stake in shares of Schwab US Small-Cap ETF during the third quarter valued at approximately $234,000. Finally, Parkside Financial Bank & Trust raised its stake in shares of Schwab US Small-Cap ETF by 1,600.2% during the third quarter. Parkside Financial Bank & Trust now owns 7,396 shares of the company’s stock valued at $563,000 after acquiring an additional 6,961 shares in the last quarter.

Shares of Schwab US Small-Cap ETF stock traded up $0.31 on Monday, hitting $69.98. 541,723 shares of the company traded hands, compared to its average volume of 433,626. Schwab US Small-Cap ETF has a 52 week low of $65.16 and a 52 week high of $78.34.

The business also recently declared a quarterly dividend, which was paid on Friday, September 28th. Stockholders of record on Wednesday, September 26th were paid a dividend of $0.2213 per share. This represents a $0.89 annualized dividend and a dividend yield of 1.26%. The ex-dividend date was Tuesday, September 25th. This is an increase from Schwab US Small-Cap ETF’s previous quarterly dividend of $0.18.

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.

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Institutional Ownership by Quarter for Schwab US Small-Cap ETF (NYSEARCA:SCHA)

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