Yanni & Associates Investment Advisors LLC Makes New $11.55 Million Investment in Schwab US Large-Cap ETF $SCHX

Yanni & Associates Investment Advisors LLC acquired a new position in Schwab US Large-Cap ETF (NYSEARCA:SCHX) in the 4th quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The institutional investor acquired 429,291 shares of the company’s stock, valued at approximately $11,552,000. Schwab US Large-Cap ETF makes up 11.6% of Yanni & Associates Investment Advisors LLC’s investment portfolio, making the stock its 3rd biggest position.

Other institutional investors also recently modified their holdings of the company. Measured Wealth Private Client Group LLC bought a new position in shares of Schwab US Large-Cap ETF in the 3rd quarter worth about $26,000. Optima Capital LLC bought a new position in shares of Schwab US Large-Cap ETF in the 4th quarter worth about $29,000. Ransom Advisory Ltd bought a new position in shares of Schwab US Large-Cap ETF in the 4th quarter worth about $40,000. First Command Advisory Services Inc. bought a new position in shares of Schwab US Large-Cap ETF in the 3rd quarter worth about $43,000. Finally, Grey Fox Wealth Advisors LLC bought a new position in shares of Schwab US Large-Cap ETF in the 3rd quarter worth about $49,000.

Schwab US Large-Cap ETF Price Performance

Shares of Schwab US Large-Cap ETF stock opened at $29.03 on Tuesday. The company has a 50-day moving average of $27.16 and a 200 day moving average of $27.04. The firm has a market cap of $70.00 billion, a price-to-earnings ratio of 25.66 and a beta of 1.01. Schwab US Large-Cap ETF has a 1 year low of $21.81 and a 1 year high of $29.46.

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.