FIDELIS iM LLC Boosts Position in Schwab US Large-Cap ETF (NYSEARCA:SCHX)

FIDELIS iM LLC boosted its stake in Schwab US Large-Cap ETF (NYSEARCA:SCHX) by 170.7% during the fourth quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The firm owned 1,293,934 shares of the company’s stock after purchasing an additional 815,961 shares during the period. Schwab US Large-Cap ETF comprises 11.2% of FIDELIS iM LLC’s investment portfolio, making the stock its 3rd largest position. FIDELIS iM LLC owned 0.20% of Schwab US Large-Cap ETF worth $29,993,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

A number of other institutional investors have also recently made changes to their positions in the stock. Brass Tax Wealth Management Inc. bought a new position in Schwab US Large-Cap ETF during the 3rd quarter valued at approximately $3,040,000. B. Riley Wealth Advisors Inc. lifted its stake in shares of Schwab US Large-Cap ETF by 4.8% in the 3rd quarter. B. Riley Wealth Advisors Inc. now owns 110,984 shares of the company’s stock valued at $7,469,000 after purchasing an additional 5,035 shares during the period. Howard Capital Management Group LLC purchased a new position in Schwab US Large-Cap ETF during the 3rd quarter valued at about $209,000. Anchor Investment Management LLC increased its position in 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 valued at $25,492,000 after buying an additional 28,277 shares in the last quarter. Finally, World Investment Advisors LLC raised its position 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 worth $3,406,000 after purchasing an additional 5,575 shares during the last quarter.

Schwab US Large-Cap ETF Stock Down 0.2 %

NYSEARCA:SCHX opened at $24.13 on Friday. The stock has a market cap of $15.73 billion, a price-to-earnings ratio of 26.53 and a beta of 1.02. The company’s 50 day moving average price is $23.64 and its 200-day moving average price is $22.71. Schwab US Large-Cap ETF has a 52 week low of $19.08 and a 52 week high of $24.23.

About Schwab US Large-Cap ETF

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.