Breakthru Advisory Services LLC grew its position in shares of Schwab US Large-Cap ETF (NYSEARCA:SCHX – Free Report) by 304.0% during the 3rd quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The firm owned 45,320 shares of the company’s stock after buying an additional 34,103 shares during the quarter. Schwab US Large-Cap ETF accounts for approximately 0.8% of Breakthru Advisory Services LLC’s holdings, making the stock its 20th largest position. Breakthru Advisory Services LLC’s holdings in Schwab US Large-Cap ETF were worth $1,194,000 at the end of the most recent reporting period.
A number of other institutional investors and hedge funds have also recently modified their holdings of SCHX. Dynamic Advisor Solutions LLC lifted its holdings in Schwab US Large-Cap ETF by 0.9% in the third quarter. Dynamic Advisor Solutions LLC now owns 1,256,574 shares of the company’s stock valued at $33,098,000 after acquiring an additional 10,831 shares during the period. Contravisory Investment Management Inc. lifted its stake in shares of Schwab US Large-Cap ETF by 128.0% in the 3rd quarter. Contravisory Investment Management Inc. now owns 13,923 shares of the company’s stock worth $367,000 after purchasing an additional 7,816 shares during the period. YHB Investment Advisors Inc. lifted its stake in shares of Schwab US Large-Cap ETF by 1.4% in the 3rd quarter. YHB Investment Advisors Inc. now owns 146,558 shares of the company’s stock worth $3,860,000 after purchasing an additional 2,065 shares during the period. Asset Allocation Strategies LLC boosted its holdings in shares of Schwab US Large-Cap ETF by 8.2% in the third quarter. Asset Allocation Strategies LLC now owns 810,952 shares of the company’s stock worth $21,360,000 after buying an additional 61,503 shares during the last quarter. Finally, Wedmont Private Capital grew its position in Schwab US Large-Cap ETF by 30.4% during the third quarter. Wedmont Private Capital now owns 146,963 shares of the company’s stock valued at $3,892,000 after buying an additional 34,263 shares during the period.
Schwab US Large-Cap ETF Trading Up 1.0%
Shares of SCHX stock opened at $26.88 on Friday. Schwab US Large-Cap ETF has a 12 month low of $19.00 and a 12 month high of $27.27. The stock has a market cap of $62.42 billion, a P/E ratio of 25.66 and a beta of 1.01. The company has a 50 day simple moving average of $26.69 and a two-hundred day simple moving average of $25.68.
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.
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