Ballast Advisors LLC Has $4.72 Million Position in Schwab US Small-Cap ETF $SCHA

Ballast Advisors LLC trimmed its position in shares of Schwab US Small-Cap ETF (NYSEARCA:SCHA) by 2.7% in the second quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The firm owned 186,387 shares of the company’s stock after selling 5,090 shares during the period. Schwab US Small-Cap ETF makes up 1.4% of Ballast Advisors LLC’s portfolio, making the stock its 17th biggest holding. Ballast Advisors LLC’s holdings in Schwab US Small-Cap ETF were worth $4,716,000 at the end of the most recent reporting period.

Other large investors have also made changes to their positions in the company. Columbia River Financial Group LLC bought a new stake in Schwab US Small-Cap ETF in the 1st quarter valued at $29,000. Hoey Investments Inc. acquired a new stake in Schwab US Small-Cap ETF during the second quarter worth about $29,000. Rossby Financial LCC bought a new position in Schwab US Small-Cap ETF during the first quarter valued at about $30,000. Crowley Wealth Management Inc. raised its holdings in Schwab US Small-Cap ETF by 50.0% in the 2nd quarter. Crowley Wealth Management Inc. now owns 1,200 shares of the company’s stock valued at $30,000 after acquiring an additional 400 shares in the last quarter. Finally, Wayfinding Financial LLC bought a new stake in shares of Schwab US Small-Cap ETF in the 1st quarter worth approximately $37,000.

Schwab US Small-Cap ETF Trading Up 1.0%

Shares of NYSEARCA:SCHA opened at $28.50 on Friday. The firm has a market capitalization of $19.62 billion, a PE ratio of 17.65 and a beta of 1.17. Schwab US Small-Cap ETF has a 1-year low of $20.04 and a 1-year high of $28.70. The business’s 50 day moving average is $27.69 and its 200-day moving average is $25.67.

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.