VSM Wealth Advisory LLC Sells 336,439 Shares of Schwab US Small-Cap ETF $SCHA

VSM Wealth Advisory LLC decreased its stake in shares of Schwab US Small-Cap ETF (NYSEARCA:SCHA) by 83.6% during the fourth quarter, according to the company in its most recent Form 13F 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 comprises 0.6% of VSM Wealth Advisory LLC’s portfolio, making the stock its 27th largest holding. VSM Wealth Advisory LLC’s holdings in Schwab US Small-Cap ETF were worth $1,874,000 as of its most recent filing with the Securities & Exchange Commission.

A number of other large investors have also added to or reduced their stakes in the stock. New York Life Investment Management LLC boosted its holdings in Schwab US Small-Cap ETF by 151.5% in the third quarter. New York Life Investment Management LLC now owns 1,350,769 shares of the company’s stock valued at $37,686,000 after purchasing an additional 813,680 shares during the last quarter. Game Plan Financial Advisors LLC boosted its stake in shares of Schwab US Small-Cap ETF by 20.5% during the 3rd quarter. Game Plan Financial Advisors LLC now owns 202,467 shares of the company’s stock worth $5,649,000 after acquiring an additional 34,453 shares in the last quarter. CIBC Private Wealth Group LLC boosted its stake in shares of Schwab US Small-Cap ETF by 41.3% during the 3rd quarter. CIBC Private Wealth Group LLC now owns 70,203 shares of the company’s stock worth $1,959,000 after acquiring an additional 20,505 shares in the last quarter. EverSource Wealth Advisors LLC lifted its position in shares of Schwab US Small-Cap ETF by 494.9% during the 3rd quarter. EverSource Wealth Advisors LLC now owns 59,363 shares of the company’s stock valued at $1,656,000 after buying an additional 49,385 shares in the last quarter. Finally, Dorato Capital Management purchased a new position in shares of Schwab US Small-Cap ETF during the 4th quarter valued at approximately $2,419,000.

Schwab US Small-Cap ETF Stock Performance

Shares of Schwab US Small-Cap ETF stock opened at $32.58 on Monday. The firm’s 50-day moving average price is $30.76 and its 200 day moving average price is $29.82. The firm has a market capitalization of $22.43 billion, a PE ratio of 17.65 and a beta of 1.10. Schwab US Small-Cap ETF has a twelve month low of $23.55 and a twelve month high of $33.66.

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.