Schwab US Large-Cap ETF $SCHX Shares Bought by Captrust Financial Advisors

Captrust Financial Advisors grew its position in shares of Schwab US Large-Cap ETF (NYSEARCA:SCHX) by 5.6% during the 4th quarter, according to the company in its most recent filing with the SEC. The firm owned 19,522,489 shares of the company’s stock after purchasing an additional 1,039,540 shares during the quarter. Schwab US Large-Cap ETF accounts for 1.0% of Captrust Financial Advisors’ portfolio, making the stock its 20th largest position. Captrust Financial Advisors’ holdings in Schwab US Large-Cap ETF were worth $525,350,000 at the end of the most recent quarter.

Other large investors have also modified their holdings of the company. Clayton Financial Group LLC boosted its stake in shares of 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 worth $1,334,000 after acquiring an additional 30,112 shares in the last quarter. GEN Financial Management INC. boosted its stake in shares of 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 worth $24,107,000 after acquiring an additional 176,498 shares in the last quarter. Farther Finance Advisors LLC boosted its stake in shares of 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 worth $106,890,000 after acquiring an additional 1,081,148 shares in the last quarter. Empirical Financial Services LLC d.b.a. Empirical Wealth Management boosted its stake in shares of 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 worth $30,423,000 after acquiring an additional 55,088 shares in the last quarter. Finally, Balboa Wealth Partners boosted its stake in shares of Schwab US Large-Cap ETF by 91.3% during the 4th quarter. Balboa Wealth Partners now owns 48,444 shares of the company’s stock worth $1,304,000 after acquiring an additional 23,116 shares in the last quarter.

Schwab US Large-Cap ETF Stock Down 0.6%

SCHX opened at $29.55 on Wednesday. The firm has a market cap of $71.26 billion, a PE ratio of 25.66 and a beta of 1.01. The business has a fifty day simple moving average of $28.58 and a 200-day simple moving average of $27.46. Schwab US Large-Cap ETF has a fifty-two week low of $23.50 and a fifty-two week high of $29.95.

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.