St. Louis Trust Co Cuts Stock Position in Schwab US Small-Cap ETF $SCHA

St. Louis Trust Co trimmed its holdings in shares of Schwab US Small-Cap ETF (NYSEARCA:SCHA) by 4.0% in the 1st quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The firm owned 473,953 shares of the company’s stock after selling 19,970 shares during the quarter. Schwab US Small-Cap ETF makes up approximately 1.6% of St. Louis Trust Co’s investment portfolio, making the stock its 13th largest position. St. Louis Trust Co’s holdings in Schwab US Small-Cap ETF were worth $13,783,000 as of its most recent SEC filing.

Several other large investors have also made changes to their positions in SCHA. Investment Research Partners LLC grew its stake in Schwab US Small-Cap ETF by 2.7% in the 4th quarter. Investment Research Partners LLC now owns 12,697 shares of the company’s stock valued at $362,000 after acquiring an additional 330 shares during the period. Rossby Financial LCC increased its holdings in Schwab US Small-Cap ETF by 27.3% in the 4th quarter. Rossby Financial LCC now owns 1,586 shares of the company’s stock worth $45,000 after acquiring an additional 340 shares in the last quarter. Zhang Financial LLC raised its position in Schwab US Small-Cap ETF by 1.6% during the fourth quarter. Zhang Financial LLC now owns 22,176 shares of the company’s stock worth $632,000 after acquiring an additional 359 shares during the period. Geometric Wealth Advisors raised its position in Schwab US Small-Cap ETF by 2.2% during the fourth quarter. Geometric Wealth Advisors now owns 16,847 shares of the company’s stock worth $480,000 after acquiring an additional 365 shares during the period. Finally, Fortis Capital Advisors LLC lifted its holdings in Schwab US Small-Cap ETF by 2.4% during the fourth quarter. Fortis Capital Advisors LLC now owns 16,207 shares of the company’s stock valued at $462,000 after purchasing an additional 382 shares in the last quarter.

Schwab US Small-Cap ETF Stock Down 1.0%

Shares of NYSEARCA SCHA opened at $33.93 on Friday. The firm has a market cap of $23.36 billion, a price-to-earnings ratio of 17.65 and a beta of 1.09. The company’s 50-day simple moving average is $34.36 and its 200-day simple moving average is $31.92. Schwab US Small-Cap ETF has a 52-week low of $24.95 and a 52-week high of $36.20.

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. 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.