VSM Wealth Advisory LLC Has $1.64 Million Stake in Schwab US Small-Cap ETF $SCHA

VSM Wealth Advisory LLC reduced its stake in shares of Schwab US Small-Cap ETF (NYSEARCA:SCHA) by 7.5% in the 2nd quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The fund owned 64,794 shares of the company’s stock after selling 5,230 shares during the period. Schwab US Small-Cap ETF accounts for approximately 0.5% of VSM Wealth Advisory LLC’s investment portfolio, making the stock its 28th biggest position. VSM Wealth Advisory LLC’s holdings in Schwab US Small-Cap ETF were worth $1,639,000 as of its most recent SEC filing.

Other institutional investors have also recently made changes to their positions in the company. Brown Wealth Management LLC lifted its stake in shares of Schwab US Small-Cap ETF by 19.0% in the second quarter. Brown Wealth Management LLC now owns 221,188 shares of the company’s stock worth $5,596,000 after acquiring an additional 35,298 shares during the period. North Forty Two & Co. raised its holdings in Schwab US Small-Cap ETF by 1.9% during the 2nd quarter. North Forty Two & Co. now owns 50,777 shares of the company’s stock worth $1,285,000 after purchasing an additional 950 shares during the last quarter. Aspen Investment Management Inc lifted its position in shares of Schwab US Small-Cap ETF by 3.5% in the 2nd quarter. Aspen Investment Management Inc now owns 79,769 shares of the company’s stock worth $2,018,000 after purchasing an additional 2,667 shares during the period. HHM Wealth Advisors LLC boosted its stake in shares of Schwab US Small-Cap ETF by 9.9% in the 2nd quarter. HHM Wealth Advisors LLC now owns 482,914 shares of the company’s stock valued at $12,218,000 after purchasing an additional 43,499 shares during the last quarter. Finally, United Advisor Group LLC increased its position in shares of Schwab US Small-Cap ETF by 94.5% during the second quarter. United Advisor Group LLC now owns 107,648 shares of the company’s stock worth $2,724,000 after buying an additional 52,315 shares during the period.

Schwab US Small-Cap ETF Stock Up 0.3%

Shares of NYSEARCA SCHA opened at $26.96 on Wednesday. The company has a market capitalization of $18.56 billion, a PE ratio of 17.65 and a beta of 1.13. Schwab US Small-Cap ETF has a twelve month low of $20.04 and a twelve month high of $28.82. The firm has a fifty day simple moving average of $27.92 and a 200 day simple moving average of $26.38.

Schwab US Small-Cap ETF Company 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.