Schwab US Large-Cap ETF $SCHX Stock Position Boosted by Belpointe Asset Management LLC

Belpointe Asset Management LLC boosted its stake in Schwab US Large-Cap ETF (NYSEARCA:SCHX) by 2.6% in the fourth quarter, according to its most recent filing with the Securities & Exchange Commission. The institutional investor owned 1,472,759 shares of the company’s stock after buying an additional 36,919 shares during the period. Schwab US Large-Cap ETF accounts for 1.4% of Belpointe Asset Management LLC’s portfolio, making the stock its 11th biggest holding. Belpointe Asset Management LLC owned about 0.06% of Schwab US Large-Cap ETF worth $39,632,000 as of its most recent filing with the Securities & Exchange Commission.

A number of other institutional investors and hedge funds have also recently bought and sold shares of SCHX. HBK Sorce Advisory LLC lifted its holdings in Schwab US Large-Cap ETF by 5.3% in the 3rd quarter. HBK Sorce Advisory LLC now owns 35,294,611 shares of the company’s stock valued at $940,954,000 after acquiring an additional 1,768,344 shares during the last quarter. Moneta Group Investment Advisors LLC lifted its holdings in Schwab US Large-Cap ETF by 5.5% in the 3rd quarter. Moneta Group Investment Advisors LLC now owns 34,779,046 shares of the company’s stock valued at $916,080,000 after acquiring an additional 1,808,743 shares during the last quarter. Northwestern Mutual Wealth Management Co. lifted its holdings in Schwab US Large-Cap ETF by 5.8% in the 3rd quarter. Northwestern Mutual Wealth Management Co. now owns 29,438,303 shares of the company’s stock valued at $775,405,000 after acquiring an additional 1,616,966 shares during the last quarter. Sage Financial Group Inc. lifted its holdings in Schwab US Large-Cap ETF by 0.8% in the 3rd quarter. Sage Financial Group Inc. now owns 25,009,642 shares of the company’s stock valued at $658,754,000 after acquiring an additional 199,289 shares during the last quarter. Finally, Cerity Partners LLC lifted its holdings in Schwab US Large-Cap ETF by 0.7% in the 3rd quarter. Cerity Partners LLC now owns 18,864,225 shares of the company’s stock valued at $496,884,000 after acquiring an additional 133,206 shares during the last quarter.

Schwab US Large-Cap ETF Stock Performance

Shares of NYSEARCA SCHX opened at $27.99 on Monday. Schwab US Large-Cap ETF has a twelve month low of $20.07 and a twelve month high of $28.09. The company has a market capitalization of $67.28 billion, a price-to-earnings ratio of 25.66 and a beta of 1.01. The firm has a 50-day moving average of $26.59 and a two-hundred day moving average of $26.77.

Schwab US Large-Cap ETF Company 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.