Hart & Patterson Financial Group LLC Grows Stock Position in Schwab US Large-Cap ETF (NYSEARCA:SCHX)

Hart & Patterson Financial Group LLC boosted its position in shares of Schwab US Large-Cap ETF (NYSEARCA:SCHX) by 187.0% in the fourth quarter, according to the company in its most recent Form 13F filing with the SEC. The fund owned 635,073 shares of the company’s stock after acquiring an additional 413,779 shares during the quarter. Schwab US Large-Cap ETF accounts for 7.2% of Hart & Patterson Financial Group LLC’s portfolio, making the stock its 2nd biggest holding. Hart & Patterson Financial Group LLC owned 0.10% of Schwab US Large-Cap ETF worth $14,721,000 at the end of the most recent reporting period.

A number of other institutional investors also recently bought and sold shares of the company. Brass Tax Wealth Management Inc. bought a new position in shares of Schwab US Large-Cap ETF during the 3rd quarter valued at approximately $3,040,000. B. Riley Wealth Advisors Inc. lifted its holdings in Schwab US Large-Cap ETF by 4.8% during the third quarter. B. Riley Wealth Advisors Inc. now owns 110,984 shares of the company’s stock valued at $7,469,000 after purchasing an additional 5,035 shares in the last quarter. Anchor Investment Management LLC boosted its position in shares of Schwab US Large-Cap ETF by 8.1% in the third quarter. Anchor Investment Management LLC now owns 375,706 shares of the company’s stock worth $25,492,000 after purchasing an additional 28,277 shares during the period. Howard Capital Management Group LLC purchased a new stake in shares of Schwab US Large-Cap ETF in the third quarter worth $209,000. Finally, World Investment Advisors LLC lifted its stake in shares of Schwab US Large-Cap ETF by 12.5% during the 3rd quarter. World Investment Advisors LLC now owns 50,196 shares of the company’s stock valued at $3,406,000 after buying an additional 5,575 shares in the last quarter.

Schwab US Large-Cap ETF Trading Up 0.1 %

NYSEARCA:SCHX opened at $23.05 on Tuesday. The stock has a 50-day moving average price of $23.59 and a 200 day moving average price of $22.59. The stock has a market capitalization of $15.03 billion, a P/E ratio of 26.53 and a beta of 1.02. Schwab US Large-Cap ETF has a 12-month low of $18.56 and a 12-month high of $24.19.

About Schwab US Large-Cap ETF

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.