Valeo Financial Advisors LLC Purchases 88,929 Shares of Schwab US Large-Cap ETF (NYSEARCA:SCHX)

Valeo Financial Advisors LLC grew its position in shares of Schwab US Large-Cap ETF (NYSEARCA:SCHX) by 192.9% in the 4th quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The fund owned 135,030 shares of the company’s stock after acquiring an additional 88,929 shares during the period. Valeo Financial Advisors LLC’s holdings in Schwab US Large-Cap ETF were worth $3,130,000 as of its most recent SEC filing.

Several other hedge funds and other institutional investors have also recently modified their holdings of the company. Blue Trust Inc. raised its stake in shares of Schwab US Large-Cap ETF by 230.3% during the fourth quarter. Blue Trust Inc. now owns 23,082 shares of the company’s stock valued at $535,000 after acquiring an additional 16,094 shares during the last quarter. Red Cedar Investment Management LLC raised its stake in Schwab US Large-Cap ETF by 200.0% in the fourth quarter. Red Cedar Investment Management LLC now owns 940,905 shares of the company’s stock worth $21,810,000 after buying an additional 627,270 shares in the last quarter. Klingenstein Fields & Co. LP raised its stake in Schwab US Large-Cap ETF by 196.0% in the fourth quarter. Klingenstein Fields & Co. LP now owns 253,313 shares of the company’s stock worth $5,872,000 after buying an additional 167,731 shares in the last quarter. Campbell Wealth Management raised its stake in Schwab US Large-Cap ETF by 208.8% in the fourth quarter. Campbell Wealth Management now owns 15,779,897 shares of the company’s stock worth $365,778,000 after buying an additional 10,670,574 shares in the last quarter. Finally, Root Financial Partners LLC raised its stake in Schwab US Large-Cap ETF by 344.6% in the fourth quarter. Root Financial Partners LLC now owns 30,366 shares of the company’s stock worth $704,000 after buying an additional 23,536 shares in the last quarter.

Schwab US Large-Cap ETF Price Performance

SCHX stock opened at $24.20 on Friday. Schwab US Large-Cap ETF has a 1 year low of $19.50 and a 1 year high of $24.23. The company has a market cap of $15.78 billion, a P/E ratio of 26.53 and a beta of 1.02. The firm has a 50-day moving average of $23.70 and a 200 day moving average of $22.92.

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.