Sugarloaf Wealth Management LLC Purchases 5,872 Shares of Schwab US Large-Cap ETF (NYSEARCA:SCHX)

Sugarloaf Wealth Management LLC grew its holdings in shares of Schwab US Large-Cap ETF (NYSEARCA:SCHX) by 200.0% in the 4th quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The fund owned 8,808 shares of the company’s stock after purchasing an additional 5,872 shares during the quarter. Sugarloaf Wealth Management LLC’s holdings in Schwab US Large-Cap ETF were worth $204,000 as of its most recent filing with the Securities & Exchange Commission.

Other institutional investors have also recently made changes to their positions in the company. Concourse Financial Group Securities Inc. raised its position in Schwab US Large-Cap ETF by 224.3% in the third quarter. Concourse Financial Group Securities Inc. now owns 373 shares of the company’s stock worth $25,000 after acquiring an additional 258 shares during the period. Versant Capital Management Inc raised its holdings in Schwab US Large-Cap ETF by 201.0% in the 4th quarter. Versant Capital Management Inc now owns 1,261 shares of the company’s stock worth $29,000 after purchasing an additional 842 shares during the period. Rise Advisors LLC lifted its position in Schwab US Large-Cap ETF by 459.5% during the fourth quarter. Rise Advisors LLC now owns 1,410 shares of the company’s stock valued at $33,000 after purchasing an additional 1,158 shares in the last quarter. GAMMA Investing LLC grew its holdings in Schwab US Large-Cap ETF by 199.8% during the fourth quarter. GAMMA Investing LLC now owns 1,481 shares of the company’s stock valued at $34,000 after purchasing an additional 987 shares during the period. Finally, City State Bank bought a new position in shares of Schwab US Large-Cap ETF in the third quarter worth about $42,000.

Schwab US Large-Cap ETF Price Performance

Shares of SCHX stock traded down $0.29 during trading hours on Friday, reaching $23.07. 8,928,683 shares of the company traded hands, compared to its average volume of 8,843,023. The firm has a 50-day moving average price of $23.57 and a 200 day moving average price of $22.56. The company has a market cap of $15.04 billion, a P/E ratio of 26.53 and a beta of 1.02. Schwab US Large-Cap ETF has a 12-month low of $18.56 and a 12-month high of $24.19.

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.