Retirement Guys Formula LLC Has $482,000 Position in Schwab US Large-Cap ETF (NYSEARCA:SCHX)

Retirement Guys Formula LLC grew its holdings in Schwab US Large-Cap ETF (NYSEARCA:SCHX) by 201.0% during the fourth quarter, according to the company in its most recent Form 13F filing with the SEC. The institutional investor owned 20,772 shares of the company’s stock after purchasing an additional 13,872 shares during the quarter. Retirement Guys Formula LLC’s holdings in Schwab US Large-Cap ETF were worth $482,000 as of its most recent filing with the SEC.

Other institutional investors and hedge funds also recently bought and sold shares of the company. Sage Financial Group Inc. raised its position in shares of Schwab US Large-Cap ETF by 197.7% during the fourth quarter. Sage Financial Group Inc. now owns 24,865,286 shares of the company’s stock worth $576,377,000 after acquiring an additional 16,511,474 shares during the last quarter. McAdam LLC raised its position in shares of Schwab US Large-Cap ETF by 210.5% during the fourth quarter. McAdam LLC now owns 10,339,604 shares of the company’s stock worth $239,672,000 after acquiring an additional 7,009,351 shares during the last quarter. US Bancorp DE raised its position 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 worth $1,397,264,000 after acquiring an additional 6,275,290 shares during the last quarter. Campbell Wealth Management bought a new stake in shares of Schwab US Large-Cap ETF during the third quarter worth $346,668,000. Finally, BlueSky Wealth Advisors LLC raised its position in shares of Schwab US Large-Cap ETF by 203.2% during the fourth quarter. BlueSky Wealth Advisors LLC now owns 5,990,685 shares of the company’s stock worth $138,864,000 after acquiring an additional 4,014,627 shares during the last quarter.

Schwab US Large-Cap ETF Price Performance

SCHX stock opened at $24.00 on Wednesday. The company has a market cap of $15.65 billion, a P/E ratio of 26.53 and a beta of 1.02. Schwab US Large-Cap ETF has a twelve month low of $19.39 and a twelve month high of $24.23. The business has a fifty day moving average of $23.70 and a 200-day moving average of $22.88.

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.