Milestone Investment Advisors LLC boosted its stake in Schwab US Large-Cap ETF (NYSEARCA:SCHX – Free Report) by 194.7% during the fourth quarter, Holdings Channel.com reports. The institutional investor owned 1,119,646 shares of the company’s stock after acquiring an additional 739,770 shares during the period. Schwab US Large-Cap ETF makes up approximately 7.1% of Milestone Investment Advisors LLC’s portfolio, making the stock its 3rd largest position. Milestone Investment Advisors LLC’s holdings in Schwab US Large-Cap ETF were worth $25,953,000 at the end of the most recent quarter.
A number of other large investors have also recently bought and sold shares of the stock. Glass Jacobson Investment Advisors llc raised its position in shares of Schwab US Large-Cap ETF by 39.1% in the third quarter. Glass Jacobson Investment Advisors llc now owns 2,024 shares of the company’s stock valued at $137,000 after buying an additional 569 shares during the last quarter. Cascade Financial Partners LLC grew its stake in Schwab US Large-Cap ETF by 2.0% in the 4th quarter. Cascade Financial Partners LLC now owns 33,065 shares of the company’s stock worth $766,000 after acquiring an additional 655 shares during the period. Blue Trust Inc. grew its stake in Schwab US Large-Cap ETF by 10.4% in the 4th quarter. Blue Trust Inc. now owns 7,718 shares of the company’s stock worth $179,000 after acquiring an additional 730 shares during the period. Versant Capital Management Inc raised its holdings in Schwab US Large-Cap ETF by 201.0% in the 4th quarter. Versant Capital Management Inc now owns 1,261 shares of the company’s stock valued at $29,000 after acquiring an additional 842 shares during the last quarter. Finally, Princeton Global Asset Management LLC lifted its stake in shares of Schwab US Large-Cap ETF by 200.7% during the 4th quarter. Princeton Global Asset Management LLC now owns 1,299 shares of the company’s stock worth $30,000 after purchasing an additional 867 shares during the period.
Schwab US Large-Cap ETF Stock Up 0.7 %
SCHX stock opened at $22.32 on Thursday. The stock has a market capitalization of $50.44 billion, a price-to-earnings ratio of 24.34 and a beta of 1.03. The stock’s fifty day simple moving average is $23.21 and its 200-day simple moving average is $23.23. Schwab US Large-Cap ETF has a 52-week low of $19.50 and a 52-week high of $24.31.
Schwab US Large-Cap ETF Cuts Dividend
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.
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