Financial Consulate Inc. Has $139.98 Million Stake in Schwab US Large-Cap ETF $SCHX

Financial Consulate Inc. lifted its position in shares of Schwab US Large-Cap ETF (NYSEARCA:SCHX) by 1.3% in the fourth quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The fund owned 5,201,944 shares of the company’s stock after acquiring an additional 68,869 shares during the quarter. Schwab US Large-Cap ETF makes up about 19.1% of Financial Consulate Inc.’s investment portfolio, making the stock its largest position. Financial Consulate Inc. owned approximately 0.22% of Schwab US Large-Cap ETF worth $139,984,000 at the end of the most recent reporting period.

A number of other institutional investors and hedge funds also recently made changes to their positions in SCHX. Independent Advisor Alliance increased its holdings in 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 last quarter. Snowden Capital Advisors LLC increased its holdings in Schwab US Large-Cap ETF by 3.3% in the second quarter. Snowden Capital Advisors LLC now owns 12,522 shares of the company’s stock valued at $306,000 after purchasing an additional 402 shares during the last quarter. Manning & Napier Advisors LLC increased its holdings in Schwab US Large-Cap ETF by 31.4% in the third quarter. Manning & Napier Advisors LLC now owns 1,693 shares of the company’s stock valued at $45,000 after purchasing an additional 405 shares during the last quarter. DiNuzzo Private Wealth Inc. grew its stake in Schwab US Large-Cap ETF by 61.2% in the third quarter. DiNuzzo Private Wealth Inc. now owns 1,093 shares of the company’s stock valued at $28,000 after acquiring an additional 415 shares during the period. Finally, Compass Financial Group INC SD grew its stake in Schwab US Large-Cap ETF by 0.4% in the third quarter. Compass Financial Group INC SD now owns 99,857 shares of the company’s stock valued at $2,630,000 after acquiring an additional 417 shares during the period.

Schwab US Large-Cap ETF Trading Up 2.5%

NYSEARCA:SCHX opened at $26.65 on Thursday. Schwab US Large-Cap ETF has a 1 year low of $19.44 and a 1 year high of $27.54. The stock has a market cap of $63.86 billion, a price-to-earnings ratio of 25.66 and a beta of 1.01. The stock has a 50-day moving average price of $26.57 and a two-hundred day moving average price of $26.72.

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.