Schwab US Large-Cap ETF $SCHX Shares Purchased by Baker Avenue Asset Management LP

Baker Avenue Asset Management LP lifted its stake in Schwab US Large-Cap ETF (NYSEARCA:SCHX) by 3.5% in the 4th quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The firm owned 2,695,183 shares of the company’s stock after purchasing an additional 91,049 shares during the period. Schwab US Large-Cap ETF makes up 1.7% of Baker Avenue Asset Management LP’s investment portfolio, making the stock its 16th largest holding. Baker Avenue Asset Management LP’s holdings in Schwab US Large-Cap ETF were worth $72,527,000 as of its most recent filing with the Securities & Exchange Commission.

Several other hedge funds and other institutional investors have also recently made changes to their positions in the stock. Bfsg LLC lifted its stake in shares of Schwab US Large-Cap ETF by 0.8% in the fourth quarter. Bfsg LLC now owns 49,029 shares of the company’s stock valued at $1,319,000 after purchasing an additional 374 shares during the period. Sound Stewardship LLC lifted its stake in shares of Schwab US Large-Cap ETF by 2.6% in the fourth 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 period. Independent Advisor Alliance lifted its stake in shares of Schwab US Large-Cap ETF by 1.1% in the third quarter. Independent Advisor Alliance now owns 35,309 shares of the company’s stock valued at $930,000 after purchasing an additional 392 shares during the period. Traub Capital Management LLC lifted its stake in shares of Schwab US Large-Cap ETF by 2.6% in the fourth 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 period. Finally, Cadence Wealth Management LLC lifted its stake in shares of Schwab US Large-Cap ETF by 2.9% in the fourth quarter. Cadence Wealth Management LLC now owns 14,389 shares of the company’s stock valued at $387,000 after purchasing an additional 401 shares during the period.

Schwab US Large-Cap ETF Trading Down 0.0%

NYSEARCA:SCHX opened at $29.52 on Thursday. The firm has a 50-day moving average price of $27.55 and a two-hundred day moving average price of $27.16. Schwab US Large-Cap ETF has a twelve month low of $21.81 and a twelve month high of $29.59. The company has a market capitalization of $71.18 billion, a P/E ratio of 25.66 and a beta of 1.01.

Schwab US Large-Cap ETF 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.