RTD Financial Advisors Inc. increased its position in Schwab US Large-Cap ETF (NYSEARCA:SCHX – Free Report) by 211.9% during the 4th quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The firm owned 414,961 shares of the company’s stock after acquiring an additional 281,920 shares during the quarter. Schwab US Large-Cap ETF comprises about 1.2% of RTD Financial Advisors Inc.’s investment portfolio, making the stock its 26th biggest position. RTD Financial Advisors Inc. owned about 0.06% of Schwab US Large-Cap ETF worth $9,619,000 at the end of the most recent reporting period.
A number of other institutional investors and hedge funds have also recently bought and sold shares of the company. Brass Tax Wealth Management Inc. acquired a new stake in shares of Schwab US Large-Cap ETF in the third quarter worth $3,040,000. B. Riley Wealth Advisors Inc. grew its position in 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 worth $7,469,000 after purchasing an additional 5,035 shares during the last quarter. Howard Capital Management Group LLC acquired a new stake in Schwab US Large-Cap ETF in the 3rd quarter worth $209,000. Anchor Investment Management LLC raised its position in shares of Schwab US Large-Cap ETF by 8.1% during the third 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 during the last quarter. Finally, World Investment Advisors LLC lifted its stake in shares of Schwab US Large-Cap ETF by 12.5% in the third quarter. World Investment Advisors LLC now owns 50,196 shares of the company’s stock valued at $3,406,000 after buying an additional 5,575 shares during the period.
Schwab US Large-Cap ETF Stock Down 0.2 %
Shares of SCHX opened at $24.13 on Friday. The stock’s 50-day moving average price is $23.64 and its 200 day moving average price is $22.71. The firm has a market capitalization of $15.73 billion, a price-to-earnings ratio of 26.53 and a beta of 1.02. Schwab US Large-Cap ETF has a 12-month low of $19.08 and a 12-month high of $24.23.
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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