Schwab US Large-Cap ETF (NYSEARCA:SCHX) is Marshall Financial Group Inc. ADV’s 2nd Largest Position

Marshall Financial Group Inc. ADV raised its stake in shares of Schwab US Large-Cap ETF (NYSEARCA:SCHX) by 0.6% in the second quarter, according to its most recent 13F filing with the SEC. The fund owned 451,919 shares of the company’s stock after buying an additional 2,826 shares during the period. Schwab US Large-Cap ETF comprises about 9.4% of Marshall Financial Group Inc. ADV’s portfolio, making the stock its 2nd largest holding. Marshall Financial Group Inc. ADV owned 0.07% of Schwab US Large-Cap ETF worth $29,036,000 as of its most recent filing with the SEC.

Other institutional investors have also modified their holdings of the company. Triad Wealth Partners LLC purchased a new position in shares of Schwab US Large-Cap ETF in the 2nd quarter valued at about $28,000. Pineridge Advisors LLC purchased a new position in shares of Schwab US Large-Cap ETF in the 4th quarter valued at about $31,000. GAMMA Investing LLC increased its stake in shares of Schwab US Large-Cap ETF by 139.8% in the 1st quarter. GAMMA Investing LLC now owns 494 shares of the company’s stock valued at $31,000 after purchasing an additional 288 shares in the last quarter. Able Wealth Management LLC purchased a new position in shares of Schwab US Large-Cap ETF in the 4th quarter valued at about $32,000. Finally, Iron Horse Wealth Management LLC purchased a new position in shares of Schwab US Large-Cap ETF in the 2nd quarter valued at about $33,000.

Schwab US Large-Cap ETF Stock Up 0.2 %

Shares of Schwab US Large-Cap ETF stock opened at $66.56 on Tuesday. Schwab US Large-Cap ETF has a twelve month low of $48.31 and a twelve month high of $66.83. The business has a 50-day moving average price of $65.01 and a 200 day moving average price of $63.10. The firm has a market cap of $43.39 billion, a PE ratio of 26.53 and a beta of 1.02.

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.