Phil A. Younker & Associates Ltd. Raises Stock Holdings in Schwab US Large-Cap ETF $SCHX

Phil A. Younker & Associates Ltd. boosted its stake in shares of Schwab US Large-Cap ETF (NYSEARCA:SCHX) by 0.7% during the 2nd quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The firm owned 136,450 shares of the company’s stock after buying an additional 1,000 shares during the quarter. Schwab US Large-Cap ETF makes up approximately 3.3% of Phil A. Younker & Associates Ltd.’s portfolio, making the stock its 9th biggest position. Phil A. Younker & Associates Ltd.’s holdings in Schwab US Large-Cap ETF were worth $3,335,000 as of its most recent SEC filing.

Several other hedge funds and other institutional investors have also recently bought and sold shares of the stock. Tenret Co LLC lifted its holdings in Schwab US Large-Cap ETF by 222.7% during the 2nd quarter. Tenret Co LLC now owns 185,345 shares of the company’s stock worth $4,530,000 after buying an additional 127,907 shares during the period. MKT Advisors LLC acquired a new position in Schwab US Large-Cap ETF during the 2nd quarter worth about $213,000. Wealth Group Ltd. lifted its holdings in Schwab US Large-Cap ETF by 13.1% during the 2nd quarter. Wealth Group Ltd. now owns 131,390 shares of the company’s stock worth $3,211,000 after buying an additional 15,257 shares during the period. Perigon Wealth Management LLC lifted its holdings in Schwab US Large-Cap ETF by 13.7% during the 2nd quarter. Perigon Wealth Management LLC now owns 1,210,748 shares of the company’s stock worth $29,591,000 after buying an additional 145,754 shares during the period. Finally, McAdam LLC lifted its holdings in Schwab US Large-Cap ETF by 1.3% during the 2nd quarter. McAdam LLC now owns 9,304,081 shares of the company’s stock worth $227,392,000 after buying an additional 122,233 shares during the period.

Schwab US Large-Cap ETF Trading Down 0.5%

Shares of SCHX opened at $26.04 on Friday. The company has a market capitalization of $59.79 billion, a PE ratio of 25.66 and a beta of 1.01. Schwab US Large-Cap ETF has a 12 month low of $19.00 and a 12 month high of $26.51. The stock’s 50-day moving average price is $25.52 and its two-hundred day moving average price is $23.73.

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.