Schwab US Large-Cap ETF (NYSEARCA:SCHX) Holdings Raised by Grant GrossMendelsohn LLC

Grant GrossMendelsohn LLC lifted its stake in Schwab US Large-Cap ETF (NYSEARCA:SCHX) by 220.8% during the fourth quarter, according to its most recent disclosure with the Securities and Exchange Commission. The fund owned 114,495 shares of the company’s stock after acquiring an additional 78,800 shares during the quarter. Schwab US Large-Cap ETF makes up 1.4% of Grant GrossMendelsohn LLC’s portfolio, making the stock its 22nd biggest holding. Grant GrossMendelsohn LLC’s holdings in Schwab US Large-Cap ETF were worth $2,654,000 as of its most recent filing with the Securities and Exchange Commission.

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

Schwab US Large-Cap ETF Stock Up 1.0 %

Shares of Schwab US Large-Cap ETF stock opened at $23.71 on Friday. Schwab US Large-Cap ETF has a 12-month low of $18.66 and a 12-month high of $24.19. The stock has a 50 day moving average price of $23.60 and a two-hundred day moving average price of $22.63. The stock has a market capitalization of $15.46 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.