Schwab US Large-Cap ETF $SCHX Shares Acquired by Access Financial Services Inc.

Access Financial Services Inc. increased its stake in shares of Schwab US Large-Cap ETF (NYSEARCA:SCHX) by 7.8% in the fourth quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund owned 1,518,734 shares of the company’s stock after buying an additional 110,238 shares during the quarter. Schwab US Large-Cap ETF comprises approximately 14.9% of Access Financial Services Inc.’s holdings, making the stock its largest position. Access Financial Services Inc.’s holdings in Schwab US Large-Cap ETF were worth $40,869,000 at the end of the most recent reporting period.

Other large investors have also recently added to or reduced their stakes in the company. Leo Wealth LLC bought a new position in shares of Schwab US Large-Cap ETF during the fourth quarter worth about $591,000. MBA Advisors LLC increased its holdings in shares of Schwab US Large-Cap ETF by 0.8% in the 4th quarter. MBA Advisors LLC now owns 398,945 shares of the company’s stock worth $10,736,000 after acquiring an additional 3,166 shares during the period. Sowell Financial Services LLC lifted its position in Schwab US Large-Cap ETF by 15.2% in the 4th quarter. Sowell Financial Services LLC now owns 191,046 shares of the company’s stock valued at $5,141,000 after purchasing an additional 25,260 shares during the last quarter. Park Capital Management LLC WI lifted its position in Schwab US Large-Cap ETF by 11.1% in the 4th quarter. Park Capital Management LLC WI now owns 43,350 shares of the company’s stock valued at $1,167,000 after purchasing an additional 4,322 shares during the last quarter. Finally, Revolve Wealth Partners LLC boosted its stake in Schwab US Large-Cap ETF by 0.6% during the 4th quarter. Revolve Wealth Partners LLC now owns 430,740 shares of the company’s stock valued at $11,591,000 after purchasing an additional 2,513 shares during the period.

Schwab US Large-Cap ETF Stock Performance

NYSEARCA SCHX opened at $25.86 on Monday. Schwab US Large-Cap ETF has a 52 week low of $19.00 and a 52 week high of $27.54. The stock has a market cap of $61.95 billion, a price-to-earnings ratio of 25.66 and a beta of 1.01. The company has a 50-day moving average price of $26.64 and a two-hundred day moving average price of $26.72.

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.