Schwab US Large-Cap ETF (NYSEARCA:SCHX) Stake Boosted by Geometric Wealth Advisors

Geometric Wealth Advisors raised its holdings in shares of Schwab US Large-Cap ETF (NYSEARCA:SCHX) by 389.9% during the 4th quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 17,802 shares of the company’s stock after acquiring an additional 14,168 shares during the quarter. Geometric Wealth Advisors’ holdings in Schwab US Large-Cap ETF were worth $413,000 at the end of the most recent quarter.

Other large investors also recently made changes to their positions in the company. Howard Capital Management Group LLC purchased a new stake in shares of Schwab US Large-Cap ETF during the third quarter worth $209,000. Atria Investments Inc grew its stake in Schwab US Large-Cap ETF by 2.4% in the third quarter. Atria Investments Inc now owns 116,281 shares of the company’s stock valued at $7,890,000 after purchasing an additional 2,691 shares in the last quarter. Axxcess Wealth Management LLC grew its stake in Schwab US Large-Cap ETF by 4.2% in the third quarter. Axxcess Wealth Management LLC now owns 68,949 shares of the company’s stock valued at $4,678,000 after purchasing an additional 2,796 shares in the last quarter. Colonial River Investments LLC purchased a new position in Schwab US Large-Cap ETF in the third quarter valued at about $204,000. Finally, Bond & Devick Financial Network Inc. purchased a new position in Schwab US Large-Cap ETF in the third quarter valued at about $204,000.

Schwab US Large-Cap ETF Price Performance

Shares of NYSEARCA SCHX opened at $22.11 on Tuesday. The business’s 50-day moving average price is $23.60 and its two-hundred day moving average price is $23.19. Schwab US Large-Cap ETF has a one year low of $19.50 and a one year high of $24.31. The company has a market capitalization of $49.53 billion, a P/E ratio of 26.64 and a beta of 1.02.

Schwab US Large-Cap ETF Company 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.