Trellis Wealth Advisors LLC Raises Holdings in Schwab US Small-Cap ETF (NYSEARCA:SCHA)

Trellis Wealth Advisors LLC increased its holdings in Schwab US Small-Cap ETF (NYSEARCA:SCHA) by 100.0% in the 4th quarter, according to its most recent disclosure with the SEC. The firm owned 17,416 shares of the company’s stock after acquiring an additional 8,708 shares during the period. Schwab US Small-Cap ETF makes up about 0.2% of Trellis Wealth Advisors LLC’s holdings, making the stock its 23rd largest holding. Trellis Wealth Advisors LLC’s holdings in Schwab US Small-Cap ETF were worth $450,000 as of its most recent SEC filing.

Other hedge funds also recently added to or reduced their stakes in the company. Capital Performance Advisors LLP purchased a new position in Schwab US Small-Cap ETF in the third quarter worth approximately $33,000. McClarren Financial Advisors Inc. purchased a new position in Schwab US Small-Cap ETF in the fourth quarter worth approximately $25,000. Pacifica Partners Inc. grew its position in Schwab US Small-Cap ETF by 100.0% in the fourth quarter. Pacifica Partners Inc. now owns 998 shares of the company’s stock worth $26,000 after acquiring an additional 499 shares during the period. Westside Investment Management Inc. grew its position in Schwab US Small-Cap ETF by 186.7% in the third quarter. Westside Investment Management Inc. now owns 1,124 shares of the company’s stock worth $58,000 after acquiring an additional 732 shares during the period. Finally, MassMutual Private Wealth & Trust FSB grew its position in Schwab US Small-Cap ETF by 95.6% in the fourth quarter. MassMutual Private Wealth & Trust FSB now owns 1,154 shares of the company’s stock worth $30,000 after acquiring an additional 564 shares during the period.

Schwab US Small-Cap ETF Stock Down 2.7 %

SCHA opened at $25.61 on Friday. Schwab US Small-Cap ETF has a 52 week low of $22.53 and a 52 week high of $28.57. The business has a fifty day simple moving average of $26.41 and a 200-day simple moving average of $26.09. The firm has a market cap of $17.97 billion, a P/E ratio of 17.66 and a beta of 1.19.

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.