GEN Financial Management INC. Buys 176,498 Shares of Schwab US Large-Cap ETF $SCHX

GEN Financial Management INC. boosted its stake in Schwab US Large-Cap ETF (NYSEARCA:SCHX) by 24.5% in the fourth quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The firm owned 895,830 shares of the company’s stock after acquiring an additional 176,498 shares during the quarter. Schwab US Large-Cap ETF comprises about 15.2% of GEN Financial Management INC.’s holdings, making the stock its 2nd largest holding. GEN Financial Management INC.’s holdings in Schwab US Large-Cap ETF were worth $24,107,000 at the end of the most recent reporting period.

Several other large investors also recently bought and sold shares of SCHX. Fortis Capital Advisors LLC lifted its holdings in Schwab US Large-Cap ETF by 4.0% in the 3rd quarter. Fortis Capital Advisors LLC now owns 1,370,889 shares of the company’s stock worth $36,109,000 after buying an additional 53,242 shares in the last quarter. B. Riley Wealth Advisors Inc. purchased a new position in Schwab US Large-Cap ETF in the 2nd quarter valued at about $2,266,000. Corient Private Wealth LLC grew its stake in shares of Schwab US Large-Cap ETF by 27.6% during the second quarter. Corient Private Wealth LLC now owns 6,051,561 shares of the company’s stock valued at $147,900,000 after acquiring an additional 1,308,534 shares in the last quarter. Edgestream Partners L.P. acquired a new stake in shares of Schwab US Large-Cap ETF during the second quarter valued at about $652,000. Finally, Charles Schwab Trust Co increased its position in shares of Schwab US Large-Cap ETF by 6.9% during the third quarter. Charles Schwab Trust Co now owns 4,164,209 shares of the company’s stock worth $109,685,000 after acquiring an additional 268,464 shares during the last quarter.

Schwab US Large-Cap ETF Stock Performance

NYSEARCA:SCHX opened at $24.92 on Tuesday. The stock has a market cap of $58.91 billion, a price-to-earnings ratio of 25.66 and a beta of 1.01. Schwab US Large-Cap ETF has a one year low of $19.00 and a one year high of $27.54. The business’s 50-day simple moving average is $26.75 and its 200 day simple moving average is $26.73.

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.