Sax Wealth Advisors LLC Increases Stake in Schwab US Large-Cap ETF (NYSEARCA:SCHX)

Sax Wealth Advisors LLC increased its holdings in Schwab US Large-Cap ETF (NYSEARCA:SCHX) by 316.3% in the fourth quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The firm owned 12,457 shares of the company’s stock after acquiring an additional 9,465 shares during the quarter. Sax Wealth Advisors LLC’s holdings in Schwab US Large-Cap ETF were worth $289,000 as of its most recent SEC filing.

Several other hedge funds and other institutional investors also recently added to or reduced their stakes in SCHX. US Bancorp DE boosted its stake in shares of Schwab US Large-Cap ETF by 43.8% during the third quarter. US Bancorp DE now owns 20,593,427 shares of the company’s stock valued at $1,397,264,000 after purchasing an additional 6,275,290 shares in the last quarter. Campbell Wealth Management bought a new stake in Schwab US Large-Cap ETF during the 3rd quarter valued at $346,668,000. Marcum Wealth LLC increased its holdings in shares of Schwab US Large-Cap ETF by 190.6% in the 4th quarter. Marcum Wealth LLC now owns 3,723,872 shares of the company’s stock valued at $86,319,000 after acquiring an additional 2,442,216 shares during the period. Bangor Savings Bank raised its position in shares of Schwab US Large-Cap ETF by 194.3% in the 4th quarter. Bangor Savings Bank now owns 3,508,454 shares of the company’s stock worth $81,326,000 after acquiring an additional 2,316,319 shares in the last quarter. Finally, American Trust lifted its stake in shares of Schwab US Large-Cap ETF by 897.7% during the 2nd quarter. American Trust now owns 1,267,196 shares of the company’s stock worth $81,417,000 after purchasing an additional 1,140,178 shares during the last quarter.

Schwab US Large-Cap ETF Price Performance

SCHX opened at $23.71 on Friday. The firm has a market capitalization of $15.46 billion, a PE ratio of 26.53 and a beta of 1.02. The business’s 50-day moving average is $23.60 and its two-hundred day moving average is $22.64. Schwab US Large-Cap ETF has a 1 year low of $18.66 and a 1 year high of $24.19.

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.