Evermay Wealth Management LLC increased its holdings in Schwab US Small-Cap ETF (NYSEARCA:SCHA – Free Report) by 97.5% in the 4th quarter, according to its most recent filing with the SEC. The institutional investor owned 27,690 shares of the company’s stock after buying an additional 13,671 shares during the quarter. Evermay Wealth Management LLC’s holdings in Schwab US Small-Cap ETF were worth $716,000 at the end of the most recent reporting period.
Several other hedge funds and other institutional investors have also recently modified their holdings of SCHA. Pacifica Partners Inc. increased its position in shares of Schwab US Small-Cap ETF by 100.0% during the 4th quarter. Pacifica Partners Inc. now owns 998 shares of the company’s stock valued at $26,000 after purchasing an additional 499 shares during the last quarter. Massmutual Trust Co. FSB ADV purchased a new stake in shares of Schwab US Small-Cap ETF during the 3rd quarter worth $30,000. MassMutual Private Wealth & Trust FSB lifted its position in Schwab US Small-Cap ETF by 95.6% during the fourth quarter. MassMutual Private Wealth & Trust FSB now owns 1,154 shares of the company’s stock valued at $30,000 after acquiring an additional 564 shares during the last quarter. Capital Performance Advisors LLP purchased a new stake in Schwab US Small-Cap ETF in the third quarter valued at about $33,000. Finally, Hamilton Point Investment Advisors LLC lifted its stake in shares of Schwab US Small-Cap ETF by 143.0% during the fourth quarter. Hamilton Point Investment Advisors LLC now owns 1,293 shares of the company’s stock worth $33,000 after buying an additional 761 shares during the period.
Schwab US Small-Cap ETF Trading Down 0.9 %
Shares of NYSEARCA SCHA opened at $26.71 on Friday. The company has a 50 day simple moving average of $26.81 and a two-hundred day simple moving average of $25.95. The stock has a market cap of $9.31 billion, a price-to-earnings ratio of 14.51 and a beta of 1.19. Schwab US Small-Cap ETF has a 12 month low of $22.41 and a 12 month high of $28.57.
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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