Sage Financial Management Group Inc. raised its holdings in shares of Schwab US Large-Cap ETF (NYSEARCA:SCHX – Free Report) by 199.8% in the 4th quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The fund owned 904,702 shares of the company’s stock after purchasing an additional 602,914 shares during the period. Schwab US Large-Cap ETF comprises about 7.8% of Sage Financial Management Group Inc.’s portfolio, making the stock its 4th largest holding. Sage Financial Management Group Inc.’s holdings in Schwab US Large-Cap ETF were worth $20,971,000 as of its most recent SEC filing.
A number of other institutional investors and hedge funds also recently modified their holdings of SCHX. Sage Financial Group Inc. raised its position in shares of Schwab US Large-Cap ETF by 197.7% during the 4th quarter. Sage Financial Group Inc. now owns 24,865,286 shares of the company’s stock worth $576,377,000 after purchasing an additional 16,511,474 shares during the period. Capital Investment Advisory Services LLC grew its stake in Schwab US Large-Cap ETF by 191.2% during the 4th quarter. Capital Investment Advisory Services LLC now owns 12,173 shares of the company’s stock worth $282,000 after buying an additional 7,993 shares during the last quarter. Coston McIsaac & Partners grew its stake in Schwab US Large-Cap ETF by 200.0% during the 4th quarter. Coston McIsaac & Partners now owns 5,943 shares of the company’s stock worth $137,000 after buying an additional 3,962 shares during the last quarter. Stordahl Capital Management Inc. increased its position in Schwab US Large-Cap ETF by 197.0% in the fourth quarter. Stordahl Capital Management Inc. now owns 112,458 shares of the company’s stock worth $2,607,000 after buying an additional 74,597 shares during the period. Finally, Strategic Planning Group LLC lifted its stake in Schwab US Large-Cap ETF by 201.0% in the fourth quarter. Strategic Planning Group LLC now owns 11,030 shares of the company’s stock valued at $256,000 after buying an additional 7,366 shares during the last quarter.
Schwab US Large-Cap ETF Stock Performance
Schwab US Large-Cap ETF stock opened at $23.88 on Thursday. Schwab US Large-Cap ETF has a one year low of $19.08 and a one year high of $24.23. The company has a 50-day simple moving average of $23.67 and a 200-day simple moving average of $22.75. The firm has a market capitalization of $15.57 billion, a P/E ratio of 26.53 and a beta of 1.02.
Schwab US Large-Cap ETF Company 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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