Ashford Advisors LLC Grows Stock Position in Schwab US Large-Cap ETF (NYSEARCA:SCHX)

Ashford Advisors LLC increased its holdings in shares of Schwab US Large-Cap ETF (NYSEARCA:SCHX) by 8.5% during the 4th quarter, HoldingsChannel reports. The firm owned 607,598 shares of the company’s stock after purchasing an additional 47,588 shares during the period. Schwab US Large-Cap ETF comprises approximately 9.5% of Ashford Advisors LLC’s holdings, making the stock its 4th largest holding. Ashford Advisors LLC’s holdings in Schwab US Large-Cap ETF were worth $34,269,000 at the end of the most recent reporting period.

Several other institutional investors have also modified their holdings of SCHX. Charles Schwab Investment Advisory Inc. lifted its holdings in shares of Schwab US Large-Cap ETF by 103.5% during the 1st quarter. Charles Schwab Investment Advisory Inc. now owns 135,281,261 shares of the company’s stock valued at $7,284,896,000 after purchasing an additional 68,805,989 shares in the last quarter. Cerity Partners LLC lifted its holdings in shares of Schwab US Large-Cap ETF by 518.6% during the 4th quarter. Cerity Partners LLC now owns 28,300,987 shares of the company’s stock valued at $1,596,176,000 after purchasing an additional 23,726,348 shares in the last quarter. Charles Schwab Investment Management Inc. lifted its holdings in shares of Schwab US Large-Cap ETF by 110.3% during the 1st quarter. Charles Schwab Investment Management Inc. now owns 36,493,134 shares of the company’s stock valued at $1,965,156,000 after purchasing an additional 19,136,345 shares in the last quarter. AJ Wealth Strategies LLC lifted its holdings in shares of Schwab US Large-Cap ETF by 89.5% during the 1st quarter. AJ Wealth Strategies LLC now owns 4,701,271 shares of the company’s stock valued at $253,163,000 after purchasing an additional 2,220,404 shares in the last quarter. Finally, Mariner LLC lifted its stake in Schwab US Large-Cap ETF by 103.4% in the 1st quarter. Mariner LLC now owns 3,976,418 shares of the company’s stock valued at $214,130,000 after acquiring an additional 2,021,700 shares in the last quarter.

Schwab US Large-Cap ETF Stock Performance

NYSEARCA SCHX opened at $58.70 on Monday. The stock has a market capitalization of $38.03 billion, a price-to-earnings ratio of 25.60 and a beta of 1.02. The stock’s 50 day moving average price is $60.62 and its two-hundred day moving average price is $56.52. Schwab US Large-Cap ETF has a 52 week low of $47.57 and a 52 week high of $62.24.

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.