Dorato Capital Management Invests $5.58 Million in Schwab US Large-Cap ETF $SCHX

Dorato Capital Management purchased a new stake in shares of Schwab US Large-Cap ETF (NYSEARCA:SCHX) during the 4th quarter, HoldingsChannel.com reports. The fund purchased 204,668 shares of the company’s stock, valued at approximately $5,581,000. Schwab US Large-Cap ETF makes up 4.2% of Dorato Capital Management’s investment portfolio, making the stock its 4th largest position.

Several other institutional investors and hedge funds have also recently made changes to their positions in SCHX. Corient Private Wealth LLC grew its holdings in Schwab US Large-Cap ETF by 163.9% during the 2nd quarter. Corient Private Wealth LLC now owns 12,518,206 shares of the company’s stock worth $306,087,000 after acquiring an additional 7,775,179 shares in the last quarter. Vantagepoint Investment Advisers LLC purchased a new position in Schwab US Large-Cap ETF during the 3rd quarter valued at about $199,988,000. Betterment LLC raised its holdings in shares of Schwab US Large-Cap ETF by 41.8% in the 2nd quarter. Betterment LLC now owns 18,749,171 shares of the company’s stock valued at $458,230,000 after purchasing an additional 5,524,085 shares in the last quarter. EP Wealth Advisors LLC raised its holdings in shares of Schwab US Large-Cap ETF by 976.1% in the 2nd quarter. EP Wealth Advisors LLC now owns 3,142,472 shares of the company’s stock valued at $76,802,000 after purchasing an additional 2,850,436 shares in the last quarter. Finally, Farther Finance Advisors LLC lifted its position in shares of Schwab US Large-Cap ETF by 531.7% in the 3rd quarter. Farther Finance Advisors LLC now owns 2,890,979 shares of the company’s stock worth $76,148,000 after purchasing an additional 2,433,348 shares during the period.

Schwab US Large-Cap ETF Stock Performance

NYSEARCA SCHX opened at $25.86 on Friday. The firm’s 50 day moving average price is $26.67 and its 200-day moving average price is $26.72. Schwab US Large-Cap ETF has a 52-week low of $19.00 and a 52-week high of $27.54. The company has a market cap of $61.13 billion, a PE ratio of 25.66 and a beta of 1.01.

Schwab US Large-Cap ETF Company 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.