Lutz Financial Services LLC Acquires 162,464 Shares of Schwab US Large-Cap ETF $SCHX

Lutz Financial Services LLC increased its stake in shares of Schwab US Large-Cap ETF (NYSEARCA:SCHX) by 22.3% during the first quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The firm owned 890,800 shares of the company’s stock after acquiring an additional 162,464 shares during the period. Schwab US Large-Cap ETF comprises about 1.5% of Lutz Financial Services LLC’s portfolio, making the stock its 16th largest position. Lutz Financial Services LLC’s holdings in Schwab US Large-Cap ETF were worth $22,840,000 as of its most recent filing with the Securities & Exchange Commission.

Other hedge funds and other institutional investors have also bought and sold shares of the company. Bfsg LLC raised its holdings in shares of Schwab US Large-Cap ETF by 0.8% in the fourth quarter. Bfsg LLC now owns 49,029 shares of the company’s stock valued at $1,319,000 after purchasing an additional 374 shares during the last quarter. Revisor Wealth Management LLC increased its position in Schwab US Large-Cap ETF by 0.7% during the first quarter. Revisor Wealth Management LLC now owns 54,692 shares of the company’s stock worth $1,402,000 after buying an additional 377 shares during the last quarter. Sound Stewardship LLC increased its holdings in shares of Schwab US Large-Cap ETF by 2.6% during the 4th quarter. Sound Stewardship LLC now owns 14,789 shares of the company’s stock worth $398,000 after acquiring an additional 381 shares during the last quarter. Carmel Capital Partners LLC raised its position in shares of Schwab US Large-Cap ETF by 2.0% in the first quarter. Carmel Capital Partners LLC now owns 20,088 shares of the company’s stock valued at $515,000 after purchasing an additional 385 shares during the period. Finally, Traub Capital Management LLC raised its holdings in Schwab US Large-Cap ETF by 2.6% in the 4th quarter. Traub Capital Management LLC now owns 15,891 shares of the company’s stock valued at $428,000 after acquiring an additional 400 shares during the period.

Schwab US Large-Cap ETF Trading Down 0.7%

NYSEARCA:SCHX opened at $29.53 on Tuesday. Schwab US Large-Cap ETF has a 1-year low of $24.47 and a 1-year high of $29.95. The stock has a market cap of $72.24 billion, a P/E ratio of 25.66 and a beta of 1.00. The stock has a 50 day simple moving average of $29.29 and a 200 day simple moving average of $27.78.

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.