Lake Street Advisors Group LLC increased its holdings in Schwab US Large-Cap ETF (NYSEARCA:SCHX – Free Report) by 188.7% during the 4th quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The fund owned 398,416 shares of the company’s stock after purchasing an additional 260,429 shares during the quarter. Lake Street Advisors Group LLC’s holdings in Schwab US Large-Cap ETF were worth $9,235,000 at the end of the most recent reporting period.
A number of other institutional investors and hedge funds have also bought and sold shares of the stock. JFG Wealth Management LLC lifted its holdings in Schwab US Large-Cap ETF by 1,625.3% during the 4th quarter. JFG Wealth Management LLC now owns 78,657 shares of the company’s stock worth $1,823,000 after buying an additional 74,098 shares during the period. Johnson Financial Group LLC raised its position in shares of Schwab US Large-Cap ETF by 210.3% during the fourth quarter. Johnson Financial Group LLC now owns 128,344 shares of the company’s stock worth $2,975,000 after acquiring an additional 86,988 shares during the last quarter. Provident Wealth Management LLC lifted its stake in shares of Schwab US Large-Cap ETF by 218.8% in the fourth quarter. Provident Wealth Management LLC now owns 1,063,856 shares of the company’s stock worth $24,660,000 after acquiring an additional 730,164 shares during the period. Sterling Investment Advisors Ltd. boosted its holdings in Schwab US Large-Cap ETF by 205.4% in the fourth quarter. Sterling Investment Advisors Ltd. now owns 9,047 shares of the company’s stock valued at $210,000 after acquiring an additional 6,085 shares during the last quarter. Finally, Schoolcraft Capital LLC increased its position in Schwab US Large-Cap ETF by 184.8% during the 4th quarter. Schoolcraft Capital LLC now owns 77,023 shares of the company’s stock valued at $1,785,000 after purchasing an additional 49,980 shares during the period.
Schwab US Large-Cap ETF Stock Performance
Schwab US Large-Cap ETF stock opened at $23.50 on Wednesday. The firm has a market cap of $52.64 billion, a price-to-earnings ratio of 26.64 and a beta of 1.02. Schwab US Large-Cap ETF has a 52-week low of $19.50 and a 52-week high of $24.31. The firm has a 50 day moving average price of $23.70 and a two-hundred day moving average price of $23.11.
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.
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