West Oak Capital LLC Has $5.29 Million Stock Position in Schwab US Large-Cap ETF (NYSEARCA:SCHX)

West Oak Capital LLC grew its holdings in Schwab US Large-Cap ETF (NYSEARCA:SCHX) by 194.0% during the 4th quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The firm owned 228,160 shares of the company’s stock after purchasing an additional 150,564 shares during the period. Schwab US Large-Cap ETF makes up about 1.9% of West Oak Capital LLC’s holdings, making the stock its 7th biggest position. West Oak Capital LLC’s holdings in Schwab US Large-Cap ETF were worth $5,289,000 as of its most recent SEC filing.

A number of other institutional investors also recently modified their holdings of the business. Rosenberg Matthew Hamilton raised its holdings in Schwab US Large-Cap ETF by 195.5% during the 4th quarter. Rosenberg Matthew Hamilton now owns 303,106 shares of the company’s stock valued at $7,026,000 after acquiring an additional 200,545 shares during the period. Signal Advisors Wealth LLC purchased a new position in shares of Schwab US Large-Cap ETF in the fourth quarter valued at $300,000. Hart & Patterson Financial Group LLC grew its position in shares of Schwab US Large-Cap ETF by 187.0% in the fourth quarter. Hart & Patterson Financial Group LLC now owns 635,073 shares of the company’s stock valued at $14,721,000 after purchasing an additional 413,779 shares in the last quarter. Shira Ridge Wealth Management raised its stake in shares of Schwab US Large-Cap ETF by 200.0% during the 4th quarter. Shira Ridge Wealth Management now owns 9,735 shares of the company’s stock valued at $226,000 after purchasing an additional 6,490 shares during the period. Finally, Gleason Group Inc. lifted its holdings in Schwab US Large-Cap ETF by 206.2% during the 4th quarter. Gleason Group Inc. now owns 1,409,140 shares of the company’s stock worth $32,664,000 after purchasing an additional 948,870 shares in the last quarter.

Schwab US Large-Cap ETF Trading Up 0.1 %

SCHX stock opened at $23.05 on Tuesday. The firm has a 50 day moving average of $23.59 and a 200-day moving average of $22.59. The firm 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.

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.