Focus Partners Wealth Has $86.23 Million Position in Schwab US Large-Cap ETF $SCHX

Focus Partners Wealth raised its position in shares of Schwab US Large-Cap ETF (NYSEARCA:SCHX) by 21.7% during the 4th quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The firm owned 3,204,446 shares of the company’s stock after purchasing an additional 571,987 shares during the quarter. Focus Partners Wealth owned 0.14% of Schwab US Large-Cap ETF worth $86,225,000 at the end of the most recent quarter.

Other large investors also recently added to or reduced their stakes in the company. GEN Financial Management INC. raised its stake in Schwab US Large-Cap ETF by 24.5% during the 4th quarter. GEN Financial Management INC. now owns 895,830 shares of the company’s stock valued at $24,107,000 after purchasing an additional 176,498 shares during the period. Clayton Financial Group LLC raised its stake in Schwab US Large-Cap ETF by 154.6% during the 4th quarter. Clayton Financial Group LLC now owns 49,587 shares of the company’s stock valued at $1,334,000 after purchasing an additional 30,112 shares during the period. Farther Finance Advisors LLC raised its stake in Schwab US Large-Cap ETF by 37.4% during the 4th quarter. Farther Finance Advisors LLC now owns 3,972,127 shares of the company’s stock valued at $106,890,000 after purchasing an additional 1,081,148 shares during the period. Empirical Financial Services LLC d.b.a. Empirical Wealth Management raised its stake in Schwab US Large-Cap ETF by 5.1% during the 4th quarter. Empirical Financial Services LLC d.b.a. Empirical Wealth Management now owns 1,130,533 shares of the company’s stock valued at $30,423,000 after purchasing an additional 55,088 shares during the period. Finally, Fortis Capital Management LLC raised its stake in Schwab US Large-Cap ETF by 5.1% during the 3rd quarter. Fortis Capital Management LLC now owns 1,264,795 shares of the company’s stock valued at $33,315,000 after purchasing an additional 61,505 shares during the period.

Schwab US Large-Cap ETF Price Performance

Schwab US Large-Cap ETF stock opened at $29.21 on Monday. The company’s fifty day simple moving average is $28.43 and its 200-day simple moving average is $27.41. Schwab US Large-Cap ETF has a 12 month low of $23.50 and a 12 month high of $29.95. The stock has a market cap of $70.44 billion, a P/E ratio of 25.66 and a beta of 1.01.

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. 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.