Evermay Wealth Management LLC Reduces Stock Position in Schwab US Small-Cap ETF $SCHA

Evermay Wealth Management LLC reduced its holdings in Schwab US Small-Cap ETF (NYSEARCA:SCHA) by 21.2% in the second quarter, according to its most recent filing with the Securities & Exchange Commission. The institutional investor owned 21,012 shares of the company’s stock after selling 5,646 shares during the period. Evermay Wealth Management LLC’s holdings in Schwab US Small-Cap ETF were worth $532,000 as of its most recent filing with the Securities & Exchange Commission.

A number of other institutional investors and hedge funds have also made changes to their positions in the business. Brighton Jones LLC boosted its stake in shares of Schwab US Small-Cap ETF by 182.3% during the 4th quarter. Brighton Jones LLC now owns 57,719 shares of the company’s stock worth $1,493,000 after purchasing an additional 37,271 shares during the period. Revolve Wealth Partners LLC raised its position in Schwab US Small-Cap ETF by 104.3% in the 4th quarter. Revolve Wealth Partners LLC now owns 100,044 shares of the company’s stock worth $2,587,000 after purchasing an additional 51,064 shares during the period. Bison Wealth LLC lifted its stake in Schwab US Small-Cap ETF by 97.3% in the fourth quarter. Bison Wealth LLC now owns 12,578 shares of the company’s stock worth $325,000 after purchasing an additional 6,203 shares during the last quarter. GAMMA Investing LLC lifted its stake in Schwab US Small-Cap ETF by 2,244.2% in the first quarter. GAMMA Investing LLC now owns 12,471 shares of the company’s stock worth $292,000 after purchasing an additional 11,939 shares during the last quarter. Finally, Advisor Resource Council bought a new stake in Schwab US Small-Cap ETF in the first quarter worth about $495,000.

Schwab US Small-Cap ETF Price Performance

Shares of NYSEARCA SCHA opened at $27.77 on Monday. The company has a market cap of $19.12 billion, a P/E ratio of 17.65 and a beta of 1.17. Schwab US Small-Cap ETF has a 1 year low of $20.04 and a 1 year high of $28.64. The firm has a 50-day simple moving average of $27.51 and a two-hundred day simple moving average of $25.44.

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.