Heritage Wealth Advisors Boosts Stake in Schwab US Large-Cap ETF (NYSEARCA:SCHX)

Heritage Wealth Advisors grew its position in shares of Schwab US Large-Cap ETF (NYSEARCA:SCHX) by 184.5% during the fourth quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The institutional investor owned 5,126 shares of the company’s stock after purchasing an additional 3,324 shares during the period. Heritage Wealth Advisors’ holdings in Schwab US Large-Cap ETF were worth $119,000 as of its most recent SEC filing.

Several other hedge funds and other institutional investors have also modified their holdings of the company. McClarren Financial Advisors Inc. purchased a new stake in Schwab US Large-Cap ETF during the fourth quarter worth about $25,000. Versant Capital Management Inc lifted its holdings in Schwab US Large-Cap ETF by 201.0% during the 4th quarter. Versant Capital Management Inc now owns 1,261 shares of the company’s stock worth $29,000 after buying an additional 842 shares in the last quarter. Princeton Global Asset Management LLC grew its stake in shares of Schwab US Large-Cap ETF by 200.7% in the fourth quarter. Princeton Global Asset Management LLC now owns 1,299 shares of the company’s stock worth $30,000 after acquiring an additional 867 shares in the last quarter. IFS Advisors LLC purchased a new stake in shares of Schwab US Large-Cap ETF during the fourth quarter worth $30,000. Finally, Brooklyn Investment Group acquired a new stake in shares of Schwab US Large-Cap ETF in the fourth quarter valued at $32,000.

Schwab US Large-Cap ETF Stock Performance

Shares of SCHX opened at $22.83 on Wednesday. The stock has a 50-day simple moving average of $23.39 and a 200-day simple moving average of $23.22. Schwab US Large-Cap ETF has a 1 year low of $19.50 and a 1 year high of $24.31. The stock has a market capitalization of $51.37 billion, a PE ratio of 24.44 and a beta of 1.03.

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.