IFS Advisors LLC Has $4.10 Million Stock Position in Schwab US Small-Cap ETF $SCHA

IFS Advisors LLC boosted its position in Schwab US Small-Cap ETF (NYSEARCA:SCHA) by 175.5% during the 4th quarter, according to the company in its most recent Form 13F filing with the SEC. The institutional investor owned 144,011 shares of the company’s stock after acquiring an additional 91,730 shares during the period. Schwab US Small-Cap ETF accounts for about 2.1% of IFS Advisors LLC’s holdings, making the stock its 14th biggest position. IFS Advisors LLC’s holdings in Schwab US Small-Cap ETF were worth $4,101,000 at the end of the most recent reporting period.

A number of other hedge funds have also recently added to or reduced their stakes in the company. Cambridge Financial Group LLC increased its holdings in shares of Schwab US Small-Cap ETF by 6.5% during the fourth quarter. Cambridge Financial Group LLC now owns 204,168 shares of the company’s stock valued at $5,449,000 after acquiring an additional 12,462 shares in the last quarter. Charles Schwab Trust Co raised its position in shares of Schwab US Small-Cap ETF by 4.9% during the fourth quarter. Charles Schwab Trust Co now owns 782,784 shares of the company’s stock worth $22,294,000 after purchasing an additional 36,767 shares during the period. Tactive Advisors LLC lifted its holdings in shares of Schwab US Small-Cap ETF by 11.7% in the 4th quarter. Tactive Advisors LLC now owns 22,109 shares of the company’s stock worth $630,000 after purchasing an additional 2,322 shares in the last quarter. ZynergyRetirementPlanningLLC lifted its holdings in shares of Schwab US Small-Cap ETF by 1.8% in the 4th quarter. ZynergyRetirementPlanningLLC now owns 582,311 shares of the company’s stock worth $16,584,000 after purchasing an additional 10,442 shares in the last quarter. Finally, Tompkins Financial Corp lifted its holdings in shares of Schwab US Small-Cap ETF by 1,982.7% in the 4th quarter. Tompkins Financial Corp now owns 1,083 shares of the company’s stock worth $31,000 after purchasing an additional 1,031 shares in the last quarter.

Schwab US Small-Cap ETF Trading Up 2.1%

NYSEARCA SCHA opened at $29.05 on Tuesday. The company has a market cap of $20.00 billion, a P/E ratio of 17.65 and a beta of 1.13. The company has a fifty day simple moving average of $30.18 and a 200 day simple moving average of $28.95. Schwab US Small-Cap ETF has a 12-month low of $20.04 and a 12-month high of $31.25.

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. 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.