Schwab US Large-Cap ETF $SCHX Shares Purchased by Financial Consulate Inc.

Financial Consulate Inc. raised its holdings in Schwab US Large-Cap ETF (NYSEARCA:SCHX) by 1.3% in the fourth quarter, Holdings Channel reports. The fund owned 5,201,944 shares of the company’s stock after acquiring an additional 68,869 shares during the period. Schwab US Large-Cap ETF accounts for about 19.1% of Financial Consulate Inc.’s portfolio, making the stock its biggest position. Financial Consulate Inc.’s holdings in Schwab US Large-Cap ETF were worth $139,984,000 as of its most recent SEC filing.

Other institutional investors and hedge funds have also recently added to or reduced their stakes in the company. Fortis Capital Advisors LLC boosted its position in shares of Schwab US Large-Cap ETF by 4.0% during the third quarter. Fortis Capital Advisors LLC now owns 1,370,889 shares of the company’s stock worth $36,109,000 after buying an additional 53,242 shares during the period. B. Riley Wealth Advisors Inc. acquired a new position in shares of Schwab US Large-Cap ETF during the second quarter worth about $2,266,000. Corient Private Wealth LLC boosted its position in shares of Schwab US Large-Cap ETF by 27.6% during the second quarter. Corient Private Wealth LLC now owns 6,051,561 shares of the company’s stock worth $147,900,000 after buying an additional 1,308,534 shares during the period. GEN Financial Management INC. boosted its position in shares of Schwab US Large-Cap ETF by 24.5% during the fourth quarter. GEN Financial Management INC. now owns 895,830 shares of the company’s stock worth $24,107,000 after buying an additional 176,498 shares during the period. Finally, Charles Schwab Trust Co boosted its position in shares of Schwab US Large-Cap ETF by 6.9% during the third quarter. Charles Schwab Trust Co now owns 4,164,209 shares of the company’s stock worth $109,685,000 after buying an additional 268,464 shares during the period.

Schwab US Large-Cap ETF Price Performance

SCHX stock opened at $26.65 on Thursday. The stock has a market capitalization of $63.86 billion, a P/E ratio of 25.66 and a beta of 1.01. The business has a 50-day moving average of $26.57 and a 200-day moving average of $26.72. Schwab US Large-Cap ETF has a fifty-two week low of $19.44 and a fifty-two week high of $27.54.

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.