Heirloom Wealth Management Sells 1,061 Shares of Schwab US Small-Cap ETF (NYSEARCA:SCHA)

Heirloom Wealth Management reduced its holdings in Schwab US Small-Cap ETF (NYSEARCA:SCHA) by 16.9% during the 4th quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The firm owned 5,218 shares of the company’s stock after selling 1,061 shares during the period. Heirloom Wealth Management’s holdings in Schwab US Small-Cap ETF were worth $247,000 as of its most recent SEC filing.

Several other institutional investors also recently added to or reduced their stakes in SCHA. Moneta Group Investment Advisors LLC increased its position in Schwab US Small-Cap ETF by 129,999.2% in the 4th quarter. Moneta Group Investment Advisors LLC now owns 408,883,609 shares of the company’s stock worth $16,563,875,000 after buying an additional 408,569,323 shares during the period. Charles Schwab Investment Advisory Inc. increased its position in shares of Schwab US Small-Cap ETF by 109.5% during the first quarter. Charles Schwab Investment Advisory Inc. now owns 93,500,710 shares of the company’s stock valued at $4,428,193,000 after purchasing an additional 48,866,721 shares during the period. Cerity Partners LLC increased its position in shares of Schwab US Small-Cap ETF by 755.0% during the fourth quarter. Cerity Partners LLC now owns 16,760,429 shares of the company’s stock valued at $791,763,000 after purchasing an additional 14,800,032 shares during the period. Charles Schwab Investment Management Inc. increased its position in shares of Schwab US Small-Cap ETF by 107.2% during the first quarter. Charles Schwab Investment Management Inc. now owns 6,678,870 shares of the company’s stock valued at $316,312,000 after purchasing an additional 3,455,430 shares during the period. Finally, Mariner LLC increased its position in shares of Schwab US Small-Cap ETF by 115.5% during the first quarter. Mariner LLC now owns 1,352,798 shares of the company’s stock valued at $64,069,000 after purchasing an additional 725,105 shares during the period.

Schwab US Small-Cap ETF Price Performance

Shares of SCHA traded up $0.20 on Friday, reaching $45.44. 2,066,047 shares of the stock traded hands, compared to its average volume of 1,238,832. The firm has a market cap of $15.75 billion, a price-to-earnings ratio of 13.87 and a beta of 1.21. Schwab US Small-Cap ETF has a 12 month low of $38.05 and a 12 month high of $49.54. The stock’s 50-day moving average price is $47.50 and its 200-day moving average price is $44.84.

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.