Ascension Capital Advisors Inc. Has $40.25 Million Stock Holdings in Schwab US Large-Cap ETF $SCHX

Ascension Capital Advisors Inc. lifted its position in Schwab US Large-Cap ETF (NYSEARCA:SCHX) by 27.3% in the first quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The institutional investor owned 1,569,703 shares of the company’s stock after purchasing an additional 336,695 shares during the period. Schwab US Large-Cap ETF comprises 12.7% of Ascension Capital Advisors Inc.’s portfolio, making the stock its largest holding. Ascension Capital Advisors Inc. owned approximately 0.07% of Schwab US Large-Cap ETF worth $40,247,000 at the end of the most recent reporting period.

Other institutional investors and hedge funds have also recently modified their holdings of the company. IFC & Insurance Marketing Inc. purchased a new position in Schwab US Large-Cap ETF in the 4th quarter worth approximately $25,000. Measured Wealth Private Client Group LLC bought a new stake in shares of Schwab US Large-Cap ETF in the third quarter worth about $26,000. Optima Capital LLC bought a new stake in shares of Schwab US Large-Cap ETF in the fourth quarter worth about $29,000. Tidemark LLC lifted its position in shares of Schwab US Large-Cap ETF by 474.3% in the fourth quarter. Tidemark LLC now owns 1,275 shares of the company’s stock worth $34,000 after buying an additional 1,053 shares in the last quarter. Finally, Signature Resources Capital Management LLC lifted its position in shares of Schwab US Large-Cap ETF by 510.5% in the first quarter. Signature Resources Capital Management LLC now owns 1,337 shares of the company’s stock worth $34,000 after buying an additional 1,118 shares in the last quarter.

Schwab US Large-Cap ETF Stock Performance

NYSEARCA SCHX opened at $29.44 on Thursday. The stock has a 50 day moving average price of $29.37 and a 200-day moving average price of $27.89. Schwab US Large-Cap ETF has a one year low of $24.52 and a one year high of $29.95. The company has a market capitalization of $71.68 billion, a P/E ratio of 25.66 and a beta of 1.00.

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.