IF Advisors LLC Invests $2.37 Million in Schwab US Small-Cap ETF $SCHA

IF Advisors LLC acquired a new position in Schwab US Small-Cap ETF (NYSEARCA:SCHA) during the 4th quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The institutional investor acquired 83,153 shares of the company’s stock, valued at approximately $2,368,000. Schwab US Small-Cap ETF comprises 1.9% of IF Advisors LLC’s portfolio, making the stock its 17th biggest holding.

Several other large investors have also recently made changes to their positions in the stock. Zhang Financial LLC lifted its holdings in shares of Schwab US Small-Cap ETF by 1.6% in the 4th quarter. Zhang Financial LLC now owns 22,176 shares of the company’s stock worth $632,000 after acquiring an additional 359 shares during the last quarter. Geometric Wealth Advisors increased its stake in Schwab US Small-Cap ETF by 2.2% during the 4th quarter. Geometric Wealth Advisors now owns 16,847 shares of the company’s stock worth $480,000 after buying an additional 365 shares during the period. CWA Asset Management Group LLC increased its stake in Schwab US Small-Cap ETF by 1.3% during the 4th quarter. CWA Asset Management Group LLC now owns 30,700 shares of the company’s stock worth $874,000 after buying an additional 381 shares during the period. Fortis Capital Advisors LLC increased its stake in Schwab US Small-Cap ETF by 2.4% during the 4th quarter. Fortis Capital Advisors LLC now owns 16,207 shares of the company’s stock worth $462,000 after buying an additional 382 shares during the period. Finally, Sovereign Financial Group Inc. increased its stake in Schwab US Small-Cap ETF by 1.9% during the 4th quarter. Sovereign Financial Group Inc. now owns 20,587 shares of the company’s stock worth $586,000 after buying an additional 389 shares during the period.

Schwab US Small-Cap ETF Stock Down 0.3%

Shares of SCHA opened at $34.05 on Friday. Schwab US Small-Cap ETF has a fifty-two week low of $23.84 and a fifty-two week high of $34.28. The firm’s 50 day moving average price is $31.58 and its 200 day moving average price is $30.19. The company has a market cap of $23.44 billion, a P/E ratio of 17.65 and a beta of 1.10.

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. The types of derivatives used by the Fund are options, futures, options on futures and swaps. The Fund may lend its portfolio securities to brokers, dealers and other financial institutions.