40,998 Shares in Schwab US Large-Cap ETF $SCHX Bought by Birchwood Financial Partners Inc.

Birchwood Financial Partners Inc. bought a new stake in shares of Schwab US Large-Cap ETF (NYSEARCA:SCHX) during the fourth quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The fund bought 40,998 shares of the company’s stock, valued at approximately $1,103,000. Schwab US Large-Cap ETF makes up 1.1% of Birchwood Financial Partners Inc.’s holdings, making the stock its 24th largest position.

A number of other hedge funds and other institutional investors have also recently modified their holdings of SCHX. Moneta Group Investment Advisors LLC increased its holdings in shares of Schwab US Large-Cap ETF by 3.0% during the fourth quarter. Moneta Group Investment Advisors LLC now owns 35,831,024 shares of the company’s stock valued at $964,213,000 after acquiring an additional 1,051,978 shares in the last quarter. HBK Sorce Advisory LLC boosted its stake in Schwab US Large-Cap ETF by 1.3% in the 4th quarter. HBK Sorce Advisory LLC now owns 34,479,165 shares of the company’s stock worth $939,212,000 after purchasing an additional 437,374 shares in the last quarter. Northwestern Mutual Wealth Management Co. boosted its stake in Schwab US Large-Cap ETF by 5.3% in the 4th quarter. Northwestern Mutual Wealth Management Co. now owns 30,984,972 shares of the company’s stock worth $833,806,000 after purchasing an additional 1,546,669 shares in the last quarter. Sage Financial Group Inc. grew its position in Schwab US Large-Cap ETF by 0.8% during the 3rd quarter. Sage Financial Group Inc. now owns 25,009,642 shares of the company’s stock valued at $658,754,000 after purchasing an additional 199,289 shares during the last quarter. Finally, Captrust Financial Advisors grew its position in Schwab US Large-Cap ETF by 5.6% during the 4th quarter. Captrust Financial Advisors now owns 19,522,489 shares of the company’s stock valued at $525,350,000 after purchasing an additional 1,039,540 shares during the last quarter.

Schwab US Large-Cap ETF Stock Performance

NYSEARCA:SCHX opened at $29.49 on Friday. The firm has a market cap of $71.11 billion, a P/E ratio of 25.66 and a beta of 1.01. Schwab US Large-Cap ETF has a fifty-two week low of $23.50 and a fifty-two week high of $29.95. The firm has a 50-day simple moving average of $28.72 and a two-hundred day simple moving average of $27.49.

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.