Schwab US Large-Cap ETF $SCHX is HBK Sorce Advisory LLC’s Largest Position

HBK Sorce Advisory LLC boosted its holdings in shares of Schwab US Large-Cap ETF (NYSEARCA:SCHX) by 1.5% during the third quarter, according to its most recent disclosure with the Securities and Exchange Commission. The institutional investor owned 34,041,791 shares of the company’s stock after purchasing an additional 515,524 shares during the quarter. Schwab US Large-Cap ETF makes up 21.9% of HBK Sorce Advisory LLC’s holdings, making the stock its largest position. HBK Sorce Advisory LLC owned about 1.47% of Schwab US Large-Cap ETF worth $897,001,000 as of its most recent SEC filing.

Other institutional investors also recently bought and sold shares of the company. Crews Bank & Trust acquired a new position in shares of Schwab US Large-Cap ETF during the 2nd quarter worth approximately $26,000. DiNuzzo Private Wealth Inc. grew its stake in Schwab US Large-Cap ETF by 61.2% in the 3rd quarter. DiNuzzo Private Wealth Inc. now owns 1,093 shares of the company’s stock valued at $28,000 after acquiring an additional 415 shares during the period. S.A. Mason LLC purchased a new stake in Schwab US Large-Cap ETF in the 2nd quarter worth $29,000. Moser Wealth Advisors LLC acquired a new position in Schwab US Large-Cap ETF during the second quarter worth $32,000. Finally, Mid American Wealth Advisory Group Inc. acquired a new position in Schwab US Large-Cap ETF during the second quarter worth $33,000.

Schwab US Large-Cap ETF Price Performance

Shares of NYSEARCA SCHX opened at $27.25 on Friday. The company’s 50-day simple moving average is $26.78 and its 200-day simple moving average is $25.82. Schwab US Large-Cap ETF has a 52-week low of $19.00 and a 52-week high of $27.30. The firm has a market cap of $63.28 billion, a price-to-earnings ratio of 25.66 and a beta of 1.01.

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. The Index is a float-adjusted market capitalization weighted index. The types of derivatives used by the Fund are options, futures, options on futures and swaps.