Schwab US Small-Cap ETF $SCHA Stock Position Trimmed by Sims Investment Management LLC

Sims Investment Management LLC cut its position in Schwab US Small-Cap ETF (NYSEARCA:SCHA) by 1.4% during the fourth quarter, Holdings Channel reports. The firm owned 1,831,359 shares of the company’s stock after selling 26,596 shares during the period. Schwab US Small-Cap ETF makes up approximately 18.4% of Sims Investment Management LLC’s portfolio, making the stock its 2nd largest position. Sims Investment Management LLC’s holdings in Schwab US Small-Cap ETF were worth $52,157,000 at the end of the most recent quarter.

Several other institutional investors have also recently modified their holdings of the company. Tempus Wealth Planning LLC raised its stake in shares of Schwab US Small-Cap ETF by 3.8% in the fourth quarter. Tempus Wealth Planning LLC now owns 41,573 shares of the company’s stock worth $1,184,000 after purchasing an additional 1,540 shares during the last quarter. Dorato Capital Management purchased a new stake in Schwab US Small-Cap ETF in the fourth quarter valued at approximately $2,419,000. Selective Wealth Management Inc. increased its holdings in Schwab US Small-Cap ETF by 10.2% in the 4th quarter. Selective Wealth Management Inc. now owns 11,265 shares of the company’s stock worth $344,000 after buying an additional 1,044 shares during the period. Piscataqua Savings Bank increased its holdings in Schwab US Small-Cap ETF by 2,403.3% in the 4th quarter. Piscataqua Savings Bank now owns 17,223 shares of the company’s stock worth $490,000 after buying an additional 16,535 shares during the period. Finally, Empirical Financial Services LLC d.b.a. Empirical Wealth Management raised its position in Schwab US Small-Cap ETF by 11.1% during the 4th quarter. Empirical Financial Services LLC d.b.a. Empirical Wealth Management now owns 513,395 shares of the company’s stock worth $14,621,000 after buying an additional 51,455 shares during the last quarter.

Schwab US Small-Cap ETF Trading Up 0.6%

Shares of NYSEARCA SCHA opened at $29.52 on Friday. Schwab US Small-Cap ETF has a 12 month low of $20.04 and a 12 month high of $31.25. The company has a 50 day simple moving average of $29.94 and a two-hundred day simple moving average of $29.01. The stock has a market cap of $20.32 billion, a price-to-earnings ratio of 17.65 and a beta of 1.13.

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. 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.