Schwab US Large-Cap ETF $SCHX is BlueSky Wealth Advisors LLC’s Largest Position

BlueSky Wealth Advisors LLC lifted its holdings in Schwab US Large-Cap ETF (NYSEARCA:SCHX) by 1.0% in the fourth quarter, according to the company in its most recent disclosure with the SEC. The institutional investor owned 6,216,158 shares of the company’s stock after purchasing an additional 62,149 shares during the quarter. Schwab US Large-Cap ETF accounts for approximately 22.1% of BlueSky Wealth Advisors LLC’s investment portfolio, making the stock its largest position. BlueSky Wealth Advisors LLC owned 0.26% of Schwab US Large-Cap ETF worth $167,277,000 at the end of the most recent quarter.

A number of other institutional investors and hedge funds have also recently modified their holdings of SCHX. Measured Wealth Private Client Group LLC purchased a new position in shares of Schwab US Large-Cap ETF in the third quarter valued at $26,000. DiNuzzo Private Wealth Inc. grew its holdings in shares of 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 purchasing an additional 415 shares in the last quarter. Optima Capital LLC purchased a new position in shares of Schwab US Large-Cap ETF in the fourth quarter valued at $29,000. Ransom Advisory Ltd purchased a new position in shares of Schwab US Large-Cap ETF in the fourth quarter valued at $40,000. Finally, First Command Advisory Services Inc. purchased a new position in shares of Schwab US Large-Cap ETF in the third quarter valued at $43,000.

Schwab US Large-Cap ETF Trading Up 0.8%

SCHX opened at $27.59 on Thursday. The firm has a market cap of $66.25 billion, a P/E ratio of 25.66 and a beta of 1.01. Schwab US Large-Cap ETF has a 12 month low of $20.07 and a 12 month high of $27.60. The stock has a 50-day moving average of $26.56 and a 200 day moving average of $26.75.

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.