Schwab US Large-Cap ETF $SCHX Shares Purchased by Captrust Financial Advisors

Captrust Financial Advisors boosted its holdings in Schwab US Large-Cap ETF (NYSEARCA:SCHX) by 5.6% during the 4th quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The firm owned 19,522,489 shares of the company’s stock after acquiring an additional 1,039,540 shares during the quarter. Schwab US Large-Cap ETF accounts for 1.0% of Captrust Financial Advisors’ portfolio, making the stock its 20th largest position. Captrust Financial Advisors owned about 0.83% of Schwab US Large-Cap ETF worth $525,350,000 as of its most recent SEC filing.

Other large investors have also recently added to or reduced their stakes in the company. IFC & Insurance Marketing Inc. acquired a new stake in Schwab US Large-Cap ETF in the 4th quarter valued at approximately $25,000. Measured Wealth Private Client Group LLC acquired a new position in shares of Schwab US Large-Cap ETF during the 3rd quarter valued at $26,000. Optima Capital LLC acquired a new position in shares of Schwab US Large-Cap ETF during the 4th quarter valued at $29,000. Tidemark LLC increased its position in shares of Schwab US Large-Cap ETF by 474.3% during the 4th quarter. Tidemark LLC now owns 1,275 shares of the company’s stock valued at $34,000 after purchasing an additional 1,053 shares during the period. Finally, Acumen Wealth Advisors LLC acquired a new position in shares of Schwab US Large-Cap ETF during the 4th quarter valued at $39,000.

Schwab US Large-Cap ETF Stock Performance

Shares of SCHX stock opened at $29.55 on Wednesday. Schwab US Large-Cap ETF has a 1 year low of $23.50 and a 1 year high of $29.95. The stock has a market cap of $71.26 billion, a PE ratio of 25.66 and a beta of 1.01. The business’s fifty day moving average is $28.58 and its 200-day moving average is $27.46.

About Schwab US Large-Cap ETF

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.