Schwab US Large-Cap ETF (NYSEARCA:SCHX) is D.B. Root & Company LLC’s 2nd Largest Position

D.B. Root & Company LLC raised its holdings in Schwab US Large-Cap ETF (NYSEARCA:SCHX) by 199.1% during the 4th quarter, according to the company in its most recent Form 13F filing with the SEC. The fund owned 1,120,168 shares of the company’s stock after purchasing an additional 745,598 shares during the quarter. Schwab US Large-Cap ETF accounts for approximately 8.3% of D.B. Root & Company LLC’s investment portfolio, making the stock its 2nd biggest holding. D.B. Root & Company LLC owned 0.17% of Schwab US Large-Cap ETF worth $25,966,000 as of its most recent SEC filing.

Several other hedge funds and other institutional investors also recently added to or reduced their stakes in the stock. Concourse Financial Group Securities Inc. increased its holdings in shares of Schwab US Large-Cap ETF by 224.3% during the 3rd quarter. Concourse Financial Group Securities Inc. now owns 373 shares of the company’s stock valued at $25,000 after purchasing an additional 258 shares in the last quarter. Versant Capital Management Inc grew its position in Schwab US Large-Cap ETF by 201.0% during the fourth quarter. Versant Capital Management Inc now owns 1,261 shares of the company’s stock valued at $29,000 after buying an additional 842 shares during the period. IFS Advisors LLC acquired a new stake in Schwab US Large-Cap ETF during the fourth quarter valued at $30,000. Brooklyn Investment Group purchased a new position in Schwab US Large-Cap ETF in the fourth quarter valued at $32,000. Finally, Rise Advisors LLC raised its position in shares of Schwab US Large-Cap ETF by 459.5% in the fourth quarter. Rise Advisors LLC now owns 1,410 shares of the company’s stock worth $33,000 after acquiring an additional 1,158 shares during the period.

Schwab US Large-Cap ETF Stock Up 0.5 %

NYSEARCA:SCHX opened at $24.07 on Thursday. Schwab US Large-Cap ETF has a 52 week low of $19.08 and a 52 week high of $24.19. The stock’s 50-day moving average price is $23.60 and its 200-day moving average price is $22.68. The stock has a market capitalization of $15.69 billion, a PE 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.