HB Wealth Management LLC Has $78.65 Million Stock Position in Schwab US Large-Cap ETF $SCHX

HB Wealth Management LLC raised its holdings in Schwab US Large-Cap ETF (NYSEARCA:SCHX) by 1.2% during the first quarter, according to its most recent filing with the Securities & Exchange Commission. The fund owned 3,067,334 shares of the company’s stock after buying an additional 35,898 shares during the quarter. HB Wealth Management LLC owned 0.13% of Schwab US Large-Cap ETF worth $78,646,000 at the end of the most recent quarter.

Several other institutional investors also recently added to or reduced their stakes in SCHX. Bfsg LLC increased its holdings in shares of Schwab US Large-Cap ETF by 0.8% during the 4th quarter. Bfsg LLC now owns 49,029 shares of the company’s stock worth $1,319,000 after acquiring an additional 374 shares during the last quarter. Sound Stewardship LLC lifted its holdings in Schwab US Large-Cap ETF by 2.6% during the 4th quarter. Sound Stewardship LLC now owns 14,789 shares of the company’s stock valued at $398,000 after purchasing an additional 381 shares during the last quarter. Traub Capital Management LLC lifted its holdings in Schwab US Large-Cap ETF by 2.6% during the 4th quarter. Traub Capital Management LLC now owns 15,891 shares of the company’s stock valued at $428,000 after purchasing an additional 400 shares during the last quarter. Cadence Wealth Management LLC boosted its position in Schwab US Large-Cap ETF by 2.9% during the fourth quarter. Cadence Wealth Management LLC now owns 14,389 shares of the company’s stock worth $387,000 after purchasing an additional 401 shares during the period. Finally, Goldstein Advisors LLC boosted its position in Schwab US Large-Cap ETF by 1.5% during the fourth quarter. Goldstein Advisors LLC now owns 26,484 shares of the company’s stock worth $713,000 after purchasing an additional 401 shares during the period.

Schwab US Large-Cap ETF Price Performance

NYSEARCA:SCHX opened at $29.40 on Friday. Schwab US Large-Cap ETF has a one year low of $24.47 and a one year high of $29.95. The company has a market cap of $71.56 billion, a P/E ratio of 25.66 and a beta of 1.00. The firm’s fifty day moving average price is $29.11 and its two-hundred day moving average price is $27.66.

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.