453,850 Shares in Schwab US Large-Cap ETF $SCHX Purchased by Arnold Financial Planning LLC

Arnold Financial Planning LLC acquired a new stake in Schwab US Large-Cap ETF (NYSEARCA:SCHX) in the fourth quarter, according to the company in its most recent Form 13F filing with the SEC. The fund acquired 453,850 shares of the company’s stock, valued at approximately $12,213,000. Schwab US Large-Cap ETF accounts for about 12.6% of Arnold Financial Planning LLC’s investment portfolio, making the stock its 2nd largest holding.

A number of other institutional investors and hedge funds have also recently made changes to their positions in the business. Bfsg LLC increased its holdings in shares of Schwab US Large-Cap ETF by 0.8% during the fourth quarter. Bfsg LLC now owns 49,029 shares of the company’s stock worth $1,319,000 after purchasing an additional 374 shares during the period. Independent Advisor Alliance boosted its stake in shares of 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 buying an additional 392 shares during the period. Snowden Capital Advisors LLC boosted its stake in shares of 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 buying an additional 402 shares during the period. Manning & Napier Advisors LLC grew its position in Schwab US Large-Cap ETF by 31.4% during the third quarter. Manning & Napier Advisors LLC now owns 1,693 shares of the company’s stock worth $45,000 after buying an additional 405 shares in the last quarter. Finally, DiNuzzo Private Wealth Inc. grew its position in Schwab US Large-Cap ETF by 61.2% during the third quarter. DiNuzzo Private Wealth Inc. now owns 1,093 shares of the company’s stock worth $28,000 after buying an additional 415 shares in the last quarter.

Schwab US Large-Cap ETF Price Performance

Schwab US Large-Cap ETF stock opened at $27.99 on Monday. The firm has a market cap of $67.28 billion, a PE ratio of 25.66 and a beta of 1.01. The stock’s fifty day moving average price is $26.59 and its two-hundred day moving average price is $26.77. Schwab US Large-Cap ETF has a one year low of $20.07 and a one year high of $28.09.

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.