Tradewinds Capital Management LLC Grows Holdings in Schwab US Large-Cap ETF $SCHX

Tradewinds Capital Management LLC lifted its stake in Schwab US Large-Cap ETF (NYSEARCA:SCHX) by 277.5% in the fourth quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The firm owned 1,186,560 shares of the company’s stock after acquiring an additional 872,273 shares during the period. Schwab US Large-Cap ETF accounts for approximately 6.7% of Tradewinds Capital Management LLC’s holdings, making the stock its 6th biggest position. Tradewinds Capital Management LLC owned approximately 0.05% of Schwab US Large-Cap ETF worth $31,930,000 at the end of the most recent reporting period.

Several other institutional investors and hedge funds have also made changes to their positions in the stock. Independent Advisor Alliance increased its stake in shares of Schwab US Large-Cap ETF by 1.1% during the third quarter. Independent Advisor Alliance now owns 35,309 shares of the company’s stock valued at $930,000 after acquiring an additional 392 shares during the period. Snowden Capital Advisors LLC boosted its stake in Schwab US Large-Cap ETF by 3.3% during the 2nd quarter. Snowden Capital Advisors LLC now owns 12,522 shares of the company’s stock valued at $306,000 after purchasing an additional 402 shares in the last quarter. Manning & Napier Advisors LLC boosted its stake in Schwab US Large-Cap ETF by 31.4% during the 3rd quarter. Manning & Napier Advisors LLC now owns 1,693 shares of the company’s stock valued at $45,000 after purchasing an additional 405 shares in the last quarter. DiNuzzo Private Wealth Inc. increased its position in shares of Schwab US Large-Cap ETF by 61.2% during the 3rd quarter. DiNuzzo Private Wealth Inc. now owns 1,093 shares of the company’s stock valued at $28,000 after purchasing an additional 415 shares during the period. Finally, Compass Financial Group INC SD increased its position in shares of Schwab US Large-Cap ETF by 0.4% during the 3rd quarter. Compass Financial Group INC SD now owns 99,857 shares of the company’s stock valued at $2,630,000 after purchasing an additional 417 shares during the period.

Schwab US Large-Cap ETF Stock Performance

SCHX opened at $25.01 on Friday. The company has a market capitalization of $59.12 billion, a PE ratio of 25.66 and a beta of 1.01. The stock’s fifty day moving average is $26.79 and its 200-day moving average is $26.73. Schwab US Large-Cap ETF has a one year low of $19.00 and a one year high of $27.54.

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.