Grimes & Company Inc. Raises Stake in Schwab US Large-Cap ETF (NYSEARCA:SCHX)

Grimes & Company Inc. raised its position in Schwab US Large-Cap ETF (NYSEARCA:SCHX) by 225.6% in the fourth quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The fund owned 533,648 shares of the company’s stock after acquiring an additional 369,730 shares during the quarter. Grimes & Company Inc. owned approximately 0.08% of Schwab US Large-Cap ETF worth $12,370,000 as of its most recent SEC filing.

A number of other institutional investors also recently added to or reduced their stakes in SCHX. Brass Tax Wealth Management Inc. purchased a new stake in shares of Schwab US Large-Cap ETF during the 3rd quarter worth approximately $3,040,000. B. Riley Wealth Advisors Inc. lifted its position in shares of Schwab US Large-Cap ETF by 4.8% during the 3rd quarter. B. Riley Wealth Advisors Inc. now owns 110,984 shares of the company’s stock worth $7,469,000 after buying an additional 5,035 shares during the last quarter. Howard Capital Management Group LLC purchased a new stake in shares of Schwab US Large-Cap ETF during the 3rd quarter worth approximately $209,000. Anchor Investment Management LLC lifted its position 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 buying an additional 28,277 shares during the last quarter. Finally, World Investment Advisors LLC lifted its position 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 worth $3,406,000 after buying an additional 5,575 shares during the last quarter.

Schwab US Large-Cap ETF Trading Down 0.2 %

Shares of NYSEARCA:SCHX opened at $24.13 on Friday. The company has a market capitalization of $15.73 billion, a PE ratio of 26.53 and a beta of 1.02. Schwab US Large-Cap ETF has a twelve month low of $19.08 and a twelve month high of $24.23. The firm has a 50 day simple moving average of $23.64 and a 200-day simple moving average of $22.71.

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.