Lee Financial Co Acquires 340,100 Shares of Schwab US Large-Cap ETF $SCHX

Lee Financial Co acquired a new position in Schwab US Large-Cap ETF (NYSEARCA:SCHX) during the 3rd quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The firm acquired 340,100 shares of the company’s stock, valued at approximately $10,203,000. Schwab US Large-Cap ETF comprises approximately 1.3% of Lee Financial Co’s portfolio, making the stock its 14th largest position.

A number of other institutional investors and hedge funds have also bought and sold shares of the stock. Align Financial LLC boosted its holdings in Schwab US Large-Cap ETF by 315.3% in the 3rd quarter. Align Financial LLC now owns 3,526 shares of the company’s stock valued at $106,000 after purchasing an additional 2,677 shares during the period. Aull & Monroe Investment Management Corp acquired a new position in shares of Schwab US Large-Cap ETF during the third quarter valued at about $1,770,000. Avail Investment Partners LLC raised its position in shares of Schwab US Large-Cap ETF by 29.0% during the third quarter. Avail Investment Partners LLC now owns 24,593 shares of the company’s stock valued at $738,000 after buying an additional 5,525 shares during the last quarter. Hengehold Capital Management LLC bought a new stake in shares of Schwab US Large-Cap ETF in the third quarter valued at about $23,073,000. Finally, TD Waterhouse Canada Inc. lifted its stake in shares of Schwab US Large-Cap ETF by 130.2% in the third quarter. TD Waterhouse Canada Inc. now owns 2,555 shares of the company’s stock valued at $77,000 after buying an additional 1,445 shares during the period.

Schwab US Large-Cap ETF Stock Down 1.2%

SCHX stock opened at $30.00 on Friday. Schwab US Large-Cap ETF has a twelve month low of $24.81 and a twelve month high of $30.79. The company has a market cap of $73.81 billion, a PE ratio of 25.66 and a beta of 1.01. The business’s 50-day simple moving average is $30.29 and its 200 day simple moving average is $29.31.

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. The Index is a float-adjusted market capitalization weighted index. The types of derivatives used by the Fund are options, futures, options on futures and swaps.