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

Trellis Wealth Advisors LLC raised its position in shares of Schwab US Small-Cap ETF (NYSEARCA:SCHA) by 100.0% in the 4th quarter, HoldingsChannel reports. The institutional investor owned 17,416 shares of the company’s stock after buying an additional 8,708 shares during the period. Schwab US Small-Cap ETF makes up about 0.2% of Trellis Wealth Advisors LLC’s portfolio, making the stock its 23rd biggest holding. Trellis Wealth Advisors LLC’s holdings in Schwab US Small-Cap ETF were worth $450,000 at the end of the most recent reporting period.

Other hedge funds and other institutional investors have also modified their holdings of the company. Empower Advisory Group LLC boosted its holdings in Schwab US Small-Cap ETF by 106.0% in the fourth quarter. Empower Advisory Group LLC now owns 25,335,420 shares of the company’s stock valued at $655,174,000 after purchasing an additional 13,037,193 shares during the period. Advisory Alpha LLC boosted its holdings in Schwab US Small-Cap ETF by 96.0% in the fourth quarter. Advisory Alpha LLC now owns 4,232,965 shares of the company’s stock valued at $109,466,000 after purchasing an additional 2,073,546 shares during the period. International Assets Investment Management LLC boosted its holdings in Schwab US Small-Cap ETF by 489,456.8% in the third quarter. International Assets Investment Management LLC now owns 2,653,398 shares of the company’s stock valued at $136,650,000 after purchasing an additional 2,652,856 shares during the period. Cerity Partners LLC boosted its holdings in Schwab US Small-Cap ETF by 16.6% in the third quarter. Cerity Partners LLC now owns 2,260,557 shares of the company’s stock valued at $116,419,000 after purchasing an additional 321,166 shares during the period. Finally, Strategic Financial Concepts LLC boosted its holdings in Schwab US Small-Cap ETF by 4,867.1% in the fourth quarter. Strategic Financial Concepts LLC now owns 2,210,392 shares of the company’s stock valued at $57,161,000 after purchasing an additional 2,165,891 shares during the period.

Schwab US Small-Cap ETF Trading Down 2.7 %

NYSEARCA:SCHA opened at $25.61 on Friday. The firm has a market cap of $17.97 billion, a PE ratio of 17.66 and a beta of 1.19. The stock has a fifty day moving average price of $26.41 and a 200 day moving average price of $26.09. Schwab US Small-Cap ETF has a 12-month low of $22.53 and a 12-month high of $28.57.

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.