Lowery Thomas LLC Has $537,000 Stock Holdings in Schwab US Small-Cap ETF (NYSEARCA:SCHA)

Lowery Thomas LLC increased its stake in shares of Schwab US Small-Cap ETF (NYSEARCA:SCHA – Get Rating) by 11.2% during the 4th quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The institutional investor owned 13,256 shares of the company’s stock after buying an additional 1,336 shares during the period. Schwab US Small-Cap ETF accounts for approximately 0.6% of Lowery Thomas LLC’s holdings, making the stock its 27th biggest holding. Lowery Thomas LLC’s holdings in Schwab US Small-Cap ETF were worth $537,000 as of its most recent SEC filing.

Other institutional investors and hedge funds have also added to or reduced their stakes in the company. Ironwood Wealth Management LLC. grew its stake in shares of Schwab US Small-Cap ETF by 92.3% during the first quarter. Ironwood Wealth Management LLC. now owns 23,217 shares of the company’s stock valued at $1,100,000 after purchasing an additional 11,144 shares during the last quarter. Retirement Income Solutions Inc boosted its position in Schwab US Small-Cap ETF by 100.0% in the 1st quarter. Retirement Income Solutions Inc now owns 4,598 shares of the company’s stock valued at $218,000 after buying an additional 2,299 shares during the last quarter. JPMorgan Chase & Co. increased its stake in shares of Schwab US Small-Cap ETF by 604.7% in the 1st quarter. JPMorgan Chase & Co. now owns 8,562 shares of the company’s stock valued at $405,000 after buying an additional 7,347 shares during the period. Raymond James & Associates raised its position in shares of Schwab US Small-Cap ETF by 111.9% during the first quarter. Raymond James & Associates now owns 84,931 shares of the company’s stock worth $4,022,000 after acquiring an additional 44,845 shares during the last quarter. Finally, Bank of New York Mellon Corp lifted its stake in shares of Schwab US Small-Cap ETF by 121.2% during the first quarter. Bank of New York Mellon Corp now owns 11,193 shares of the company’s stock valued at $530,000 after acquiring an additional 6,132 shares during the period.

Schwab US Small-Cap ETF Trading Up 1.0 %

Schwab US Small-Cap ETF stock traded up $0.40 during mid-day trading on Friday, hitting $40.95. The stock had a trading volume of 189,436 shares, compared to its average volume of 894,717. The stock has a 50-day simple moving average of $40.95 and a two-hundred day simple moving average of $42.09. The stock has a market capitalization of $14.16 billion, a PE ratio of 11.63 and a beta of 1.17. Schwab US Small-Cap ETF has a 12 month low of $37.25 and a 12 month high of $46.60.

About Schwab US Small-Cap ETF

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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.