Schwab US Large-Cap ETF $SCHX Shares Acquired by Asset Allocation Strategies LLC

Asset Allocation Strategies LLC boosted its holdings in Schwab US Large-Cap ETF (NYSEARCA:SCHX) by 4.7% in the 4th quarter, according to its most recent filing with the Securities & Exchange Commission. The institutional investor owned 848,897 shares of the company’s stock after purchasing an additional 37,945 shares during the quarter. Schwab US Large-Cap ETF accounts for about 4.4% of Asset Allocation Strategies LLC’s portfolio, making the stock its 3rd largest holding. Asset Allocation Strategies LLC’s holdings in Schwab US Large-Cap ETF were worth $22,844,000 at the end of the most recent quarter.

Several other hedge funds and other institutional investors have also bought and sold shares of SCHX. Brighton Jones LLC raised its stake in Schwab US Large-Cap ETF by 198.5% in the 4th quarter. Brighton Jones LLC now owns 211,330 shares of the company’s stock worth $4,899,000 after purchasing an additional 140,539 shares in the last quarter. Russell Investments Group Ltd. raised its stake in Schwab US Large-Cap ETF by 33.3% in the 2nd quarter. Russell Investments Group Ltd. now owns 62,112 shares of the company’s stock worth $1,518,000 after purchasing an additional 15,522 shares in the last quarter. First Trust Advisors LP acquired a new stake in Schwab US Large-Cap ETF in the 2nd quarter worth about $633,000. Baird Financial Group Inc. raised its stake in Schwab US Large-Cap ETF by 25.1% in the 2nd quarter. Baird Financial Group Inc. now owns 35,076 shares of the company’s stock worth $857,000 after purchasing an additional 7,045 shares in the last quarter. Finally, Ieq Capital LLC raised its stake in Schwab US Large-Cap ETF by 9.1% in the 2nd quarter. Ieq Capital LLC now owns 247,992 shares of the company’s stock worth $6,061,000 after purchasing an additional 20,758 shares in the last quarter.

Schwab US Large-Cap ETF Stock Up 0.5%

SCHX stock opened at $29.21 on Friday. Schwab US Large-Cap ETF has a 12 month low of $23.50 and a 12 month high of $29.95. The firm has a market cap of $70.44 billion, a P/E ratio of 25.66 and a beta of 1.01. The company’s 50-day moving average price is $28.43 and its two-hundred day moving average price is $27.41.

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.