Fortis Capital Advisors LLC Has $37.90 Million Stock Position in Schwab US Large-Cap ETF $SCHX

Fortis Capital Advisors LLC increased its holdings in Schwab US Large-Cap ETF (NYSEARCA:SCHX) by 2.7% in the 4th quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The institutional investor owned 1,408,447 shares of the company’s stock after acquiring an additional 37,558 shares during the quarter. Schwab US Large-Cap ETF comprises about 5.6% of Fortis Capital Advisors LLC’s investment portfolio, making the stock its 2nd biggest holding. Fortis Capital Advisors LLC owned about 0.06% of Schwab US Large-Cap ETF worth $37,901,000 at the end of the most recent quarter.

Other institutional investors also recently modified their holdings of the company. GEN Financial Management INC. grew its position in Schwab US Large-Cap ETF by 24.5% during the 4th quarter. GEN Financial Management INC. now owns 895,830 shares of the company’s stock valued at $24,107,000 after purchasing an additional 176,498 shares during the last quarter. Charles Schwab Trust Co grew its position in Schwab US Large-Cap ETF by 6.9% during the 3rd quarter. Charles Schwab Trust Co now owns 4,164,209 shares of the company’s stock valued at $109,685,000 after purchasing an additional 268,464 shares during the last quarter. Empirical Financial Services LLC d.b.a. Empirical Wealth Management grew its position in Schwab US Large-Cap ETF by 5.1% during the 4th quarter. Empirical Financial Services LLC d.b.a. Empirical Wealth Management now owns 1,130,533 shares of the company’s stock valued at $30,423,000 after purchasing an additional 55,088 shares during the last quarter. Cynosure Group LLC grew its position in Schwab US Large-Cap ETF by 45.9% during the 3rd quarter. Cynosure Group LLC now owns 272,968 shares of the company’s stock valued at $7,190,000 after purchasing an additional 85,919 shares during the last quarter. Finally, Clayton Financial Group LLC grew its position in Schwab US Large-Cap ETF by 154.6% during the 4th quarter. Clayton Financial Group LLC now owns 49,587 shares of the company’s stock valued at $1,334,000 after purchasing an additional 30,112 shares during the last quarter.

Schwab US Large-Cap ETF Stock Performance

Shares of SCHX stock opened at $27.99 on Monday. Schwab US Large-Cap ETF has a one year low of $20.07 and a one year high of $28.09. The company’s 50-day moving average is $26.59 and its 200 day moving average is $26.77. The company has a market capitalization of $67.28 billion, a price-to-earnings ratio of 25.66 and a beta of 1.01.

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.