Ballast Financial Advisors LLC Purchases Shares of 415,341 Schwab US Large-Cap ETF $SCHX

Ballast Financial Advisors LLC purchased a new stake in shares of Schwab US Large-Cap ETF (NYSEARCA:SCHX) in the fourth quarter, according to the company in its most recent disclosure with the SEC. The institutional investor purchased 415,341 shares of the company’s stock, valued at approximately $11,177,000. Schwab US Large-Cap ETF comprises approximately 11.5% of Ballast Financial Advisors LLC’s investment portfolio, making the stock its largest holding.

Other hedge funds and other institutional investors have also bought and sold shares of the company. GEN Financial Management INC. raised its position in Schwab US Large-Cap ETF by 24.5% during the 4th quarter. GEN Financial Management INC. now owns 895,830 shares of the company’s stock valued at $24,107,000 after purchasing an additional 176,498 shares during the last quarter. Clayton Financial Group LLC raised its position in shares of Schwab US Large-Cap ETF by 154.6% in the 4th quarter. Clayton Financial Group LLC now owns 49,587 shares of the company’s stock worth $1,334,000 after acquiring an additional 30,112 shares in the last quarter. Farther Finance Advisors LLC raised its position in shares of Schwab US Large-Cap ETF by 37.4% in the 4th quarter. Farther Finance Advisors LLC now owns 3,972,127 shares of the company’s stock worth $106,890,000 after acquiring an additional 1,081,148 shares in the last quarter. Empirical Financial Services LLC d.b.a. Empirical Wealth Management raised its position in shares of Schwab US Large-Cap ETF by 5.1% in the 4th quarter. Empirical Financial Services LLC d.b.a. Empirical Wealth Management now owns 1,130,533 shares of the company’s stock worth $30,423,000 after acquiring an additional 55,088 shares in the last quarter. Finally, Fortis Capital Management LLC raised its position in shares of Schwab US Large-Cap ETF by 5.1% in the 3rd quarter. Fortis Capital Management LLC now owns 1,264,795 shares of the company’s stock worth $33,315,000 after acquiring an additional 61,505 shares in the last quarter.

Schwab US Large-Cap ETF Stock Performance

Shares of NYSEARCA:SCHX opened at $29.19 on Thursday. Schwab US Large-Cap ETF has a 52-week low of $23.50 and a 52-week high of $29.95. The firm has a market capitalization of $70.39 billion, a P/E ratio of 25.66 and a beta of 1.01. The stock has a 50 day moving average price of $28.65 and a 200-day moving average price of $27.47.

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.