Brookstone Capital Management Has $4 Million Position in Schwab US Large-Cap ETF $SCHX

Brookstone Capital Management raised its holdings in shares of Schwab US Large-Cap ETF (NYSEARCA:SCHX) by 43.4% in the first quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The institutional investor owned 156,180 shares of the company’s stock after purchasing an additional 47,237 shares during the quarter. Brookstone Capital Management’s holdings in Schwab US Large-Cap ETF were worth $4,004,000 as of its most recent SEC filing.

Several other institutional investors and hedge funds also recently made changes to their positions in the company. Corient Private Wealth LLC increased its position in shares of Schwab US Large-Cap ETF by 163.9% during the second quarter. Corient Private Wealth LLC now owns 12,518,206 shares of the company’s stock valued at $306,087,000 after acquiring an additional 7,775,179 shares during the last quarter. EP Wealth Advisors LLC purchased a new position in shares of Schwab US Large-Cap ETF in the fourth quarter worth about $86,562,000. Fund Evaluation Group LLC lifted its position in shares of Schwab US Large-Cap ETF by 32.4% during the fourth quarter. Fund Evaluation Group LLC now owns 9,492,565 shares of the company’s stock worth $255,445,000 after acquiring an additional 2,325,216 shares in the last quarter. Moneta Group Investment Advisors LLC boosted its stake in Schwab US Large-Cap ETF by 5.5% in the 3rd quarter. Moneta Group Investment Advisors LLC now owns 34,779,046 shares of the company’s stock worth $916,080,000 after purchasing an additional 1,808,743 shares during the period. Finally, Modern Wealth Management LLC grew its stake in Schwab US Large-Cap ETF by 3,179.2% during the third quarter. Modern Wealth Management LLC now owns 1,815,186 shares of the company’s stock valued at $47,812,000 after acquiring an additional 1,759,832 shares in the last quarter.

Schwab US Large-Cap ETF Stock Performance

Schwab US Large-Cap ETF stock opened at $28.90 on Thursday. The firm’s fifty day moving average price is $28.91 and its 200-day moving average price is $27.55. Schwab US Large-Cap ETF has a fifty-two week low of $23.97 and a fifty-two week high of $29.95. The stock has a market cap of $69.69 billion, a P/E 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.