Evermay Wealth Management LLC Has $716,000 Position in Schwab US Small-Cap ETF (NYSEARCA:SCHA)

Evermay Wealth Management LLC increased its stake in shares of Schwab US Small-Cap ETF (NYSEARCA:SCHA) by 97.5% during the fourth quarter, according to its most recent disclosure with the Securities and Exchange Commission. The firm owned 27,690 shares of the company’s stock after acquiring an additional 13,671 shares during the quarter. Evermay Wealth Management LLC’s holdings in Schwab US Small-Cap ETF were worth $716,000 at the end of the most recent reporting period.

A number of other large investors have also made changes to their positions in SCHA. Blossom Wealth Management increased its stake in shares of Schwab US Small-Cap ETF by 99.3% in the 4th quarter. Blossom Wealth Management now owns 49,283 shares of the company’s stock valued at $1,274,000 after buying an additional 24,554 shares during the period. Litman Gregory Wealth Management LLC boosted its position in shares of Schwab US Small-Cap ETF by 100.0% during the fourth quarter. Litman Gregory Wealth Management LLC now owns 36,638 shares of the company’s stock worth $947,000 after purchasing an additional 18,319 shares in the last quarter. Chicago Partners Investment Group LLC grew its stake in Schwab US Small-Cap ETF by 6.9% in the fourth quarter. Chicago Partners Investment Group LLC now owns 488,433 shares of the company’s stock valued at $12,685,000 after acquiring an additional 31,695 shares during the period. Williams Financial LLC raised its holdings in Schwab US Small-Cap ETF by 101.2% during the 4th quarter. Williams Financial LLC now owns 8,599 shares of the company’s stock worth $222,000 after buying an additional 4,325 shares during the period. Finally, Caprock Group LLC raised its holdings in shares of Schwab US Small-Cap ETF by 111.9% during the fourth quarter. Caprock Group LLC now owns 97,757 shares of the company’s stock worth $2,528,000 after acquiring an additional 51,632 shares during the period.

Schwab US Small-Cap ETF Stock Performance

NYSEARCA:SCHA opened at $26.71 on Friday. Schwab US Small-Cap ETF has a 52-week low of $22.41 and a 52-week high of $28.57. The stock has a 50-day simple moving average of $26.81 and a 200 day simple moving average of $25.95. The company has a market cap of $9.31 billion, a PE ratio of 14.51 and a beta of 1.19.

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.