Investment Planning Advisors Inc. Acquires New Position in Schwab US Small-Cap ETF $SCHA

Investment Planning Advisors Inc. acquired a new stake in Schwab US Small-Cap ETF (NYSEARCA:SCHA) during the second quarter, Holdings Channel reports. The firm acquired 10,345 shares of the company’s stock, valued at approximately $262,000.

A number of other hedge funds and other institutional investors have also added to or reduced their stakes in the company. Crowley Wealth Management Inc. grew its holdings in Schwab US Small-Cap ETF by 50.0% during the 2nd quarter. Crowley Wealth Management Inc. now owns 1,200 shares of the company’s stock valued at $30,000 after buying an additional 400 shares in the last quarter. Collective Family Office LLC grew its holdings in Schwab US Small-Cap ETF by 1.1% during the 2nd quarter. Collective Family Office LLC now owns 40,824 shares of the company’s stock valued at $1,033,000 after buying an additional 426 shares in the last quarter. Contravisory Investment Management Inc. grew its holdings in Schwab US Small-Cap ETF by 27.9% during the 1st quarter. Contravisory Investment Management Inc. now owns 2,200 shares of the company’s stock valued at $52,000 after buying an additional 480 shares in the last quarter. Assetmark Inc. grew its holdings in Schwab US Small-Cap ETF by 20.9% during the 1st quarter. Assetmark Inc. now owns 2,990 shares of the company’s stock valued at $70,000 after buying an additional 516 shares in the last quarter. Finally, D.A. Davidson & CO. grew its holdings in Schwab US Small-Cap ETF by 5.7% during the 1st quarter. D.A. Davidson & CO. now owns 10,090 shares of the company’s stock valued at $236,000 after buying an additional 544 shares in the last quarter.

Schwab US Small-Cap ETF Stock Up 0.5%

SCHA stock opened at $28.08 on Friday. The firm has a market capitalization of $19.33 billion, a PE ratio of 17.65 and a beta of 1.17. Schwab US Small-Cap ETF has a twelve month low of $20.04 and a twelve month high of $28.57. The stock has a 50-day simple moving average of $27.05 and a two-hundred day simple moving average of $25.10.

Schwab US Small-Cap ETF Company 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.