Bronfman E.L. Rothschild L.P. cut its stake in shares of Schwab US Small-Cap ETF (NYSEARCA:SCHA) by 16.3% in the fourth quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The firm owned 289,419 shares of the company’s stock after selling 56,353 shares during the period. Schwab US Small-Cap ETF makes up approximately 1.6% of Bronfman E.L. Rothschild L.P.’s investment portfolio, making the stock its 14th largest holding. Bronfman E.L. Rothschild L.P.’s holdings in Schwab US Small-Cap ETF were worth $17,562,000 as of its most recent SEC filing.

A number of other large investors have also bought and sold shares of the business. Larson Financial Group LLC grew its stake in Schwab US Small-Cap ETF by 5.3% in the fourth quarter. Larson Financial Group LLC now owns 3,517 shares of the company’s stock valued at $213,000 after acquiring an additional 176 shares during the period. Clear Investment Research LLC grew its stake in Schwab US Small-Cap ETF by 3.7% in the fourth quarter. Clear Investment Research LLC now owns 5,061 shares of the company’s stock valued at $307,000 after acquiring an additional 179 shares during the period. WealthPLAN Partners LLC grew its stake in Schwab US Small-Cap ETF by 4.1% in the third quarter. WealthPLAN Partners LLC now owns 4,537 shares of the company’s stock valued at $300,000 after acquiring an additional 180 shares during the period. Asset Planning Services Inc. LA ADV grew its stake in Schwab US Small-Cap ETF by 1.6% in the fourth quarter. Asset Planning Services Inc. LA ADV now owns 12,355 shares of the company’s stock valued at $750,000 after acquiring an additional 190 shares during the period. Finally, Heritage Way Advisors LLC grew its stake in Schwab US Small-Cap ETF by 4.7% in the fourth quarter. Heritage Way Advisors LLC now owns 4,246 shares of the company’s stock valued at $258,000 after acquiring an additional 190 shares during the period.

NYSEARCA:SCHA opened at $70.60 on Friday. Schwab US Small-Cap ETF has a 1 year low of $57.04 and a 1 year high of $78.34.

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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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