Morton Capital Management LLC CA Buys 1,225 Shares of Schwab US Large-Cap ETF (NYSEARCA:SCHX)

Morton Capital Management LLC CA boosted its holdings in Schwab US Large-Cap ETF (NYSEARCA:SCHX) by 20.4% during the 4th quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The institutional investor owned 7,221 shares of the company’s stock after acquiring an additional 1,225 shares during the quarter. Morton Capital Management LLC CA’s holdings in Schwab US Large-Cap ETF were worth $407,000 at the end of the most recent quarter.

Several other hedge funds and other institutional investors have also added to or reduced their stakes in SCHX. Charles Schwab Investment Advisory Inc. lifted its position in Schwab US Large-Cap ETF by 103.5% in the 1st quarter. Charles Schwab Investment Advisory Inc. now owns 135,281,261 shares of the company’s stock valued at $7,284,896,000 after acquiring an additional 68,805,989 shares in the last quarter. Charles Schwab Investment Management Inc. lifted its position in Schwab US Large-Cap ETF by 110.3% in the 1st quarter. Charles Schwab Investment Management Inc. now owns 36,493,134 shares of the company’s stock valued at $1,965,156,000 after acquiring an additional 19,136,345 shares in the last quarter. AJ Wealth Strategies LLC lifted its position in Schwab US Large-Cap ETF by 89.5% in the 1st quarter. AJ Wealth Strategies LLC now owns 4,701,271 shares of the company’s stock valued at $253,163,000 after acquiring an additional 2,220,404 shares in the last quarter. Mariner LLC lifted its position in Schwab US Large-Cap ETF by 103.4% in the 1st quarter. Mariner LLC now owns 3,976,418 shares of the company’s stock valued at $214,130,000 after acquiring an additional 2,021,700 shares in the last quarter. Finally, Moneta Group Investment Advisors LLC lifted its position in Schwab US Large-Cap ETF by 22.8% in the 1st quarter. Moneta Group Investment Advisors LLC now owns 6,582,916 shares of the company’s stock valued at $318,416,000 after acquiring an additional 1,221,535 shares in the last quarter.

Schwab US Large-Cap ETF Stock Up 0.8 %

SCHX traded up $0.51 during mid-day trading on Wednesday, reaching $62.07. 1,643,077 shares of the company traded hands, compared to its average volume of 1,913,250. The stock has a market capitalization of $39.73 billion, a P/E ratio of 18.28 and a beta of 1.01. The company’s fifty day moving average price is $59.54 and its 200-day moving average price is $55.32. Schwab US Large-Cap ETF has a 52-week low of $46.47 and a 52-week high of $62.18.

About Schwab US Large-Cap ETF

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.