Ellenbecker Investment Group increased its stake in shares of Schwab US Large-Cap ETF (NYSEARCA:SCHX – Free Report) by 155.8% during the fourth quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 13,842 shares of the company’s stock after buying an additional 8,430 shares during the quarter. Ellenbecker Investment Group’s holdings in Schwab US Large-Cap ETF were worth $321,000 at the end of the most recent reporting period.
Other hedge funds and other institutional investors have also recently added to or reduced their stakes in the company. Wedbush Securities Inc. bought a new stake in Schwab US Large-Cap ETF during the second quarter worth about $219,000. J.W. Cole Advisors Inc. raised its position in shares of Schwab US Large-Cap ETF by 32.2% in the 2nd quarter. J.W. Cole Advisors Inc. now owns 22,704 shares of the company’s stock valued at $1,459,000 after buying an additional 5,524 shares in the last quarter. Valley Forge Investment Consultants Inc. ADV lifted its holdings in shares of Schwab US Large-Cap ETF by 1.4% during the 2nd quarter. Valley Forge Investment Consultants Inc. ADV now owns 334,737 shares of the company’s stock worth $21,507,000 after acquiring an additional 4,459 shares during the period. Capital Wealth Planning LLC boosted its position in shares of Schwab US Large-Cap ETF by 4.9% during the 2nd quarter. Capital Wealth Planning LLC now owns 4,596 shares of the company’s stock worth $295,000 after acquiring an additional 214 shares in the last quarter. Finally, Sierra Summit Advisors LLC increased its stake in Schwab US Large-Cap ETF by 8.3% in the second quarter. Sierra Summit Advisors LLC now owns 4,845 shares of the company’s stock valued at $311,000 after acquiring an additional 370 shares during the last quarter.
Schwab US Large-Cap ETF Price Performance
Shares of SCHX opened at $23.05 on Tuesday. The firm has a 50 day simple moving average of $23.59 and a two-hundred day simple moving average of $22.59. Schwab US Large-Cap ETF has a one year low of $18.56 and a one year high of $24.19. The company has a market cap of $15.03 billion, a P/E ratio of 26.53 and a beta of 1.02.
Schwab US Large-Cap ETF Profile
Schwab U.S. Large-Cap ETF (the Fund) goal is to track the total return of the Dow Jones U.S. Large-Cap Total Stock Market Index (the Index). The Fund’s index includes the large-cap portion of the Dow Jones U.S. Total Stock Market Index available to investors in the marketplace. The Dow Jones U.S. Large-Cap Total Stock Market Index includes the components ranked 1-750 by full market capitalization.
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