750,046 Shares in Schwab US Large-Cap ETF $SCHX Bought by Downshift Financial LLC

Downshift Financial LLC bought a new position in shares of Schwab US Large-Cap ETF (NYSEARCA:SCHX) during the 4th quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The institutional investor bought 750,046 shares of the company’s stock, valued at approximately $19,993,000. Schwab US Large-Cap ETF comprises 12.3% of Downshift Financial LLC’s holdings, making the stock its biggest position.

Other institutional investors also recently bought and sold shares of the company. Corient Private Wealth LLC lifted its holdings in Schwab US Large-Cap ETF by 28.8% in the 4th quarter. Corient Private Wealth LLC now owns 7,064,100 shares of the company’s stock worth $190,107,000 after purchasing an additional 1,578,858 shares during the last quarter. Mengis Capital Management Inc. boosted its position in Schwab US Large-Cap ETF by 1.9% during the fourth quarter. Mengis Capital Management Inc. now owns 203,959 shares of the company’s stock worth $5,489,000 after purchasing an additional 3,862 shares during the period. Storen Legacy Partners LLC acquired a new position in Schwab US Large-Cap ETF during the fourth quarter valued at approximately $306,000. Pure Financial Advisors LLC raised its position in shares of Schwab US Large-Cap ETF by 0.8% in the fourth quarter. Pure Financial Advisors LLC now owns 1,975,566 shares of the company’s stock valued at $53,162,000 after purchasing an additional 15,360 shares during the period. Finally, SHP Wealth Management bought a new position in shares of Schwab US Large-Cap ETF in the fourth quarter valued at approximately $150,000.

Schwab US Large-Cap ETF Stock Performance

Shares of Schwab US Large-Cap ETF stock opened at $29.49 on Friday. The firm has a fifty day simple moving average of $28.77 and a 200-day simple moving average of $27.50. 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 capitalization of $71.11 billion, a price-to-earnings ratio of 25.66 and a beta of 1.01.

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.