Dumont & Blake Investment Advisors LLC Increases Stock Position in Schwab US Large-Cap ETF (NYSEARCA:SCHX)

Dumont & Blake Investment Advisors LLC lifted its stake in Schwab US Large-Cap ETF (NYSEARCA:SCHX) by 191.9% in the 4th quarter, HoldingsChannel reports. The firm owned 18,175 shares of the company’s stock after buying an additional 11,949 shares during the quarter. Dumont & Blake Investment Advisors LLC’s holdings in Schwab US Large-Cap ETF were worth $421,000 at the end of the most recent quarter.

Several other institutional investors and hedge funds have also recently modified their holdings of the stock. Sage Financial Group Inc. lifted its position in shares of Schwab US Large-Cap ETF by 197.7% in the 4th quarter. Sage Financial Group Inc. now owns 24,865,286 shares of the company’s stock worth $576,377,000 after purchasing an additional 16,511,474 shares during the period. US Bancorp DE lifted its position in shares of Schwab US Large-Cap ETF by 43.8% in the 3rd quarter. US Bancorp DE now owns 20,593,427 shares of the company’s stock worth $1,397,264,000 after purchasing an additional 6,275,290 shares during the period. Cerity Partners LLC lifted its position in shares of Schwab US Large-Cap ETF by 10.1% in the 3rd quarter. Cerity Partners LLC now owns 6,217,901 shares of the company’s stock worth $421,885,000 after purchasing an additional 567,858 shares during the period. BlueSky Wealth Advisors LLC lifted its position in shares of Schwab US Large-Cap ETF by 203.2% in the 4th quarter. BlueSky Wealth Advisors LLC now owns 5,990,685 shares of the company’s stock worth $138,864,000 after purchasing an additional 4,014,627 shares during the period. Finally, Wealth Enhancement Advisory Services LLC lifted its position in shares of Schwab US Large-Cap ETF by 6.2% in the 4th quarter. Wealth Enhancement Advisory Services LLC now owns 5,976,786 shares of the company’s stock worth $138,542,000 after purchasing an additional 348,959 shares during the period.

Schwab US Large-Cap ETF Trading Up 0.5 %

NYSEARCA:SCHX opened at $24.01 on Friday. The company has a 50-day moving average price of $23.68 and a 200-day moving average price of $22.76. Schwab US Large-Cap ETF has a 12 month low of $19.08 and a 12 month high of $24.23. The stock has a market cap of $15.65 billion, a price-to-earnings 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.