Capital Advisors Ltd. LLC Has $1.53 Million Stock Holdings in Schwab US Large-Cap ETF (NYSEARCA:SCHX)

Capital Advisors Ltd. LLC grew its position in Schwab US Large-Cap ETF (NYSEARCA:SCHXFree Report) by 200.0% in the fourth quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The fund owned 66,021 shares of the company’s stock after acquiring an additional 44,014 shares during the period. Capital Advisors Ltd. LLC’s holdings in Schwab US Large-Cap ETF were worth $1,530,000 at the end of the most recent reporting period.

A number of other large investors have also bought and sold shares of the business. Cherry Tree Wealth Management LLC raised its holdings in shares of Schwab US Large-Cap ETF by 199.0% in the fourth quarter. Cherry Tree Wealth Management LLC now owns 63,559 shares of the company’s stock valued at $1,473,000 after buying an additional 42,301 shares during the last quarter. Moisand Fitzgerald Tamayo LLC lifted its holdings in Schwab US Large-Cap ETF by 193.5% during the 4th quarter. Moisand Fitzgerald Tamayo LLC now owns 85,339 shares of the company’s stock worth $1,978,000 after buying an additional 56,258 shares in the last quarter. Colonial River Investments LLC raised its position in shares of Schwab US Large-Cap ETF by 229.0% during the fourth quarter. Colonial River Investments LLC now owns 9,884 shares of the company’s stock worth $229,000 after acquiring an additional 6,880 shares during the last quarter. Black Diamond Financial LLC lifted its stake in shares of Schwab US Large-Cap ETF by 197.6% during the fourth quarter. Black Diamond Financial LLC now owns 818,192 shares of the company’s stock valued at $18,966,000 after acquiring an additional 543,256 shares during the period. Finally, Delta Financial Group Inc. acquired a new position in Schwab US Large-Cap ETF during the 4th quarter valued at about $553,000.

Schwab US Large-Cap ETF Price Performance

Shares of NYSEARCA:SCHX opened at $23.75 on Monday. The company has a 50 day moving average of $23.72 and a 200-day moving average of $23.08. Schwab US Large-Cap ETF has a one year low of $19.50 and a one year high of $24.31. The stock has a market cap of $53.20 billion, a price-to-earnings ratio of 26.64 and a beta of 1.02.

About Schwab US Large-Cap ETF

(Free Report)

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.

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Institutional Ownership by Quarter for Schwab US Large-Cap ETF (NYSEARCA:SCHX)

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