HB Wealth Management LLC Has $78.65 Million Stake in Schwab US Large-Cap ETF $SCHX

HB Wealth Management LLC lifted its position in shares of Schwab US Large-Cap ETF (NYSEARCA:SCHX) by 1.2% during the first quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The firm owned 3,067,334 shares of the company’s stock after purchasing an additional 35,898 shares during the period. HB Wealth Management LLC’s holdings in Schwab US Large-Cap ETF were worth $78,646,000 as of its most recent filing with the Securities and Exchange Commission.

Several other hedge funds have also added to or reduced their stakes in the company. IFC & Insurance Marketing Inc. acquired a new position in Schwab US Large-Cap ETF in the 4th quarter valued at $25,000. Measured Wealth Private Client Group LLC acquired a new stake in shares of Schwab US Large-Cap ETF during the third quarter worth $26,000. Optima Capital LLC bought a new stake in shares of Schwab US Large-Cap ETF in the fourth quarter valued at about $29,000. Tidemark LLC boosted its position in shares of Schwab US Large-Cap ETF by 474.3% in the fourth quarter. Tidemark LLC now owns 1,275 shares of the company’s stock valued at $34,000 after acquiring an additional 1,053 shares during the period. Finally, Acumen Wealth Advisors LLC acquired a new position in shares of Schwab US Large-Cap ETF in the fourth quarter valued at about $39,000.

Schwab US Large-Cap ETF Stock Performance

NYSEARCA:SCHX opened at $29.40 on Friday. Schwab US Large-Cap ETF has a 52 week low of $24.47 and a 52 week high of $29.95. The firm has a market cap of $71.56 billion, a price-to-earnings ratio of 25.66 and a beta of 1.00. The firm’s 50-day simple moving average is $29.11 and its 200 day simple moving average is $27.66.

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.