VSM Wealth Advisory LLC Trims Position in Schwab US Small-Cap ETF $SCHA

VSM Wealth Advisory LLC lessened its stake in shares of Schwab US Small-Cap ETF (NYSEARCA:SCHA) by 83.6% during the 4th quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The firm owned 65,912 shares of the company’s stock after selling 336,439 shares during the period. Schwab US Small-Cap ETF accounts for approximately 0.6% of VSM Wealth Advisory LLC’s portfolio, making the stock its 27th biggest position. VSM Wealth Advisory LLC’s holdings in Schwab US Small-Cap ETF were worth $1,874,000 at the end of the most recent reporting period.

Other institutional investors have also modified their holdings of the company. Morton Brown Family Wealth LLC purchased a new stake in shares of Schwab US Small-Cap ETF during the 4th quarter valued at approximately $30,000. Tompkins Financial Corp raised its holdings in Schwab US Small-Cap ETF by 1,982.7% in the 4th 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 during the period. International Assets Investment Management LLC purchased a new stake in Schwab US Small-Cap ETF in the 4th quarter valued at about $31,000. Stephens Consulting LLC raised its position in Schwab US Small-Cap ETF by 3,108.3% in the fourth quarter. Stephens Consulting LLC now owns 1,155 shares of the company’s stock valued at $33,000 after purchasing an additional 1,119 shares during the period. Finally, Oak Harbor Wealth Partners LLC raised its position in Schwab US Small-Cap ETF by 1,966.7% in the fourth quarter. Oak Harbor Wealth Partners LLC now owns 1,240 shares of the company’s stock valued at $35,000 after purchasing an additional 1,180 shares during the period.

Schwab US Small-Cap ETF Price Performance

Shares of NYSEARCA:SCHA opened at $32.58 on Monday. The firm has a market capitalization of $22.43 billion, a PE ratio of 17.65 and a beta of 1.10. The firm’s 50-day moving average is $30.76 and its two-hundred day moving average is $29.82. Schwab US Small-Cap ETF has a 1 year low of $23.55 and a 1 year high of $33.66.

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.