Schwab US Large-Cap ETF $SCHX Stock Position Lifted by Foundations Investment Advisors LLC

Foundations Investment Advisors LLC lifted its holdings in Schwab US Large-Cap ETF (NYSEARCA:SCHX) by 14.6% in the 4th quarter, according to the company in its most recent disclosure with the SEC. The institutional investor owned 433,363 shares of the company’s stock after purchasing an additional 55,374 shares during the quarter. Foundations Investment Advisors LLC’s holdings in Schwab US Large-Cap ETF were worth $11,662,000 as of its most recent filing with the SEC.

Several other institutional investors and hedge funds also recently modified their holdings of SCHX. Brighton Jones LLC boosted its stake in Schwab US Large-Cap ETF by 198.5% during the fourth quarter. Brighton Jones LLC now owns 211,330 shares of the company’s stock valued at $4,899,000 after buying an additional 140,539 shares in the last quarter. Russell Investments Group Ltd. boosted its stake in Schwab US Large-Cap ETF by 33.3% during the second quarter. Russell Investments Group Ltd. now owns 62,112 shares of the company’s stock valued at $1,518,000 after buying an additional 15,522 shares in the last quarter. First Trust Advisors LP bought a new position in Schwab US Large-Cap ETF during the second quarter valued at about $633,000. Baird Financial Group Inc. boosted its stake in Schwab US Large-Cap ETF by 25.1% during the second quarter. Baird Financial Group Inc. now owns 35,076 shares of the company’s stock valued at $857,000 after buying an additional 7,045 shares in the last quarter. Finally, Ieq Capital LLC boosted its stake in Schwab US Large-Cap ETF by 9.1% during the second quarter. Ieq Capital LLC now owns 247,992 shares of the company’s stock valued at $6,061,000 after buying an additional 20,758 shares in the last quarter.

Schwab US Large-Cap ETF Stock Up 0.6%

Shares of SCHX stock opened at $29.70 on Friday. The stock has a 50-day simple moving average of $27.61 and a 200 day simple moving average of $27.19. Schwab US Large-Cap ETF has a fifty-two week low of $21.81 and a fifty-two week high of $29.72. The stock has a market capitalization of $71.62 billion, a P/E 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.