Consilium Wealth Advisory LLC Trims Stock Position in Schwab US Small-Cap ETF (NYSEARCA:SCHA)

Consilium Wealth Advisory LLC lessened its holdings in Schwab US Small-Cap ETF (NYSEARCA:SCHA) by 23.6% during the 1st quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The institutional investor owned 121,055 shares of the company’s stock after selling 37,408 shares during the period. Schwab US Small-Cap ETF accounts for approximately 1.4% of Consilium Wealth Advisory LLC’s portfolio, making the stock its 19th largest holding. Consilium Wealth Advisory LLC’s holdings in Schwab US Small-Cap ETF were worth $2,836,000 as of its most recent SEC filing.

Other institutional investors and hedge funds also recently modified their holdings of the company. Bank of America Corp DE lifted its stake in shares of Schwab US Small-Cap ETF by 109.4% during the fourth quarter. Bank of America Corp DE now owns 46,334,067 shares of the company’s stock valued at $1,198,199,000 after buying an additional 24,203,669 shares during the period. Empower Advisory Group LLC lifted its stake in shares of Schwab US Small-Cap ETF by 106.0% during the fourth quarter. Empower Advisory Group LLC now owns 25,335,420 shares of the company’s stock valued at $655,174,000 after buying an additional 13,037,193 shares during the period. Sei Investments Co. lifted its stake in shares of Schwab US Small-Cap ETF by 87.9% during the fourth quarter. Sei Investments Co. now owns 13,755,837 shares of the company’s stock valued at $355,726,000 after buying an additional 6,434,970 shares during the period. Envestnet Asset Management Inc. lifted its stake in shares of Schwab US Small-Cap ETF by 216.3% during the fourth quarter. Envestnet Asset Management Inc. now owns 6,306,514 shares of the company’s stock valued at $163,086,000 after buying an additional 4,312,689 shares during the period. Finally, Financial Engines Advisors L.L.C. lifted its stake in shares of Schwab US Small-Cap ETF by 94.2% during the fourth quarter. Financial Engines Advisors L.L.C. now owns 5,099,991 shares of the company’s stock valued at $131,886,000 after buying an additional 2,473,980 shares during the period.

Schwab US Small-Cap ETF Stock Performance

Shares of SCHA opened at $24.78 on Tuesday. The company has a market capitalization of $17.01 billion, a price-to-earnings ratio of 17.26 and a beta of 1.13. The company’s 50 day simple moving average is $23.54 and its 200 day simple moving average is $24.87. Schwab US Small-Cap ETF has a 1 year low of $20.04 and a 1 year high of $28.57.

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.