Schwab US Small-Cap ETF (SCHA) Holdings Cut by Tortoise Investment Management LLC

Tortoise Investment Management LLC decreased its holdings in shares of Schwab US Small-Cap ETF (NYSEARCA:SCHA) by 2.0% during the 1st quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The firm owned 7,008 shares of the company’s stock after selling 140 shares during the period. Tortoise Investment Management LLC’s holdings in Schwab US Small-Cap ETF were worth $490,000 at the end of the most recent reporting period.

A number of other hedge funds and other institutional investors have also added to or reduced their stakes in the business. Legacy Wealth Management Inc boosted its stake in shares of Schwab US Small-Cap ETF by 6.7% during the 1st quarter. Legacy Wealth Management Inc now owns 17,389 shares of the company’s stock worth $1,216,000 after acquiring an additional 1,086 shares in the last quarter. Raymond James & Associates boosted its stake in shares of Schwab US Small-Cap ETF by 127.3% during the 4th quarter. Raymond James & Associates now owns 23,178 shares of the company’s stock worth $1,406,000 after acquiring an additional 12,981 shares in the last quarter. Shorepoint Capital Partners LLC purchased a new stake in shares of Schwab US Small-Cap ETF during the 1st quarter worth approximately $3,303,000. Evermay Wealth Management LLC boosted its stake in shares of Schwab US Small-Cap ETF by 49.3% during the 4th quarter. Evermay Wealth Management LLC now owns 38,066 shares of the company’s stock worth $2,310,000 after acquiring an additional 12,577 shares in the last quarter. Finally, Naples Global Advisors LLC boosted its stake in shares of Schwab US Small-Cap ETF by 19.6% during the 4th quarter. Naples Global Advisors LLC now owns 4,096 shares of the company’s stock worth $266,000 after acquiring an additional 670 shares in the last quarter.

Shares of NYSEARCA:SCHA traded down $0.96 during trading on Friday, hitting $70.10. 303,843 shares of the stock were exchanged, compared to its average volume of 516,263. Schwab US Small-Cap ETF has a 12-month low of $57.04 and a 12-month high of $78.34.

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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.

Read More: Total Return

Institutional Ownership by Quarter for Schwab US Small-Cap ETF (NYSEARCA:SCHA)

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