Nikulski Financial Inc. Has $3.03 Million Position in Schwab US Small-Cap ETF (SCHA)

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Nikulski Financial Inc. lowered its position in Schwab US Small-Cap ETF (NYSEARCA:SCHA) by 4.9% in the 4th quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The firm owned 49,975 shares of the company’s stock after selling 2,591 shares during the period. Schwab US Small-Cap ETF comprises about 3.2% of Nikulski Financial Inc.’s investment portfolio, making the stock its 9th biggest holding. Nikulski Financial Inc.’s holdings in Schwab US Small-Cap ETF were worth $3,033,000 at the end of the most recent reporting period.

Several other institutional investors and hedge funds have also recently modified their holdings of SCHA. Piershale Financial Group Inc. purchased a new position in shares of Schwab US Small-Cap ETF in the third quarter valued at about $70,597,000. Evergreen Advisors LLC purchased a new position in shares of Schwab US Small-Cap ETF in the fourth quarter valued at about $14,053,000. Harvest Group Wealth Management LLC lifted its position in shares of Schwab US Small-Cap ETF by 380.9% in the third quarter. Harvest Group Wealth Management LLC now owns 269,403 shares of the company’s stock valued at $20,520,000 after acquiring an additional 213,382 shares in the last quarter. Tradewinds Capital Management LLC lifted its position in shares of Schwab US Small-Cap ETF by 179.7% in the third quarter. Tradewinds Capital Management LLC now owns 274,396 shares of the company’s stock valued at $20,901,000 after acquiring an additional 176,298 shares in the last quarter. Finally, Jane Street Group LLC lifted its position in shares of Schwab US Small-Cap ETF by 300.7% in the third quarter. Jane Street Group LLC now owns 229,167 shares of the company’s stock valued at $17,456,000 after acquiring an additional 171,974 shares in the last quarter.

Shares of Schwab US Small-Cap ETF stock opened at $67.12 on Monday. Schwab US Small-Cap ETF has a 52 week low of $57.04 and a 52 week high of $78.34.

The firm also recently disclosed a quarterly dividend, which was paid on Thursday, January 3rd. Stockholders of record on Monday, December 31st were given a $0.0218 dividend. The ex-dividend date of this dividend was Friday, December 28th. This represents a $0.09 annualized dividend and a dividend yield of 0.13%.

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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.

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

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