Schwab US Large-Cap ETF $SCHX Shares Bought by Sowell Financial Services LLC

Sowell Financial Services LLC boosted its stake in shares of Schwab US Large-Cap ETF (NYSEARCA:SCHX) by 15.2% in the 4th quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The firm owned 191,046 shares of the company’s stock after buying an additional 25,260 shares during the quarter. Sowell Financial Services LLC’s holdings in Schwab US Large-Cap ETF were worth $5,141,000 as of its most recent SEC filing.

A number of other institutional investors have also made changes to their positions in the stock. Measured Wealth Private Client Group LLC purchased a new stake in shares of Schwab US Large-Cap ETF in the 3rd quarter valued at approximately $26,000. DiNuzzo Private Wealth Inc. boosted its position in shares of Schwab US Large-Cap ETF by 61.2% during the 3rd quarter. DiNuzzo Private Wealth Inc. now owns 1,093 shares of the company’s stock worth $28,000 after purchasing an additional 415 shares during the period. Ransom Advisory Ltd purchased a new position in shares of Schwab US Large-Cap ETF during the 4th quarter worth approximately $40,000. First Command Advisory Services Inc. acquired a new stake in Schwab US Large-Cap ETF in the 3rd quarter valued at approximately $43,000. Finally, Manning & Napier Advisors LLC increased its holdings in Schwab US Large-Cap ETF by 31.4% in the 3rd quarter. Manning & Napier Advisors LLC now owns 1,693 shares of the company’s stock valued at $45,000 after purchasing an additional 405 shares during the last quarter.

Schwab US Large-Cap ETF Price Performance

Shares of NYSEARCA SCHX opened at $25.86 on Monday. The business’s 50 day moving average is $26.64 and its two-hundred day moving average is $26.72. Schwab US Large-Cap ETF has a 52-week low of $19.00 and a 52-week high of $27.54. The firm has a market cap of $61.95 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.