Peak Financial Management Inc. lifted its holdings in shares of Schwab US Large-Cap ETF (NYSEARCA:SCHX – Free Report) by 192.0% in the 4th quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The firm owned 204,578 shares of the company’s stock after buying an additional 134,507 shares during the quarter. Schwab US Large-Cap ETF makes up approximately 1.4% of Peak Financial Management Inc.’s investment portfolio, making the stock its 24th largest position. Peak Financial Management Inc.’s holdings in Schwab US Large-Cap ETF were worth $4,742,000 as of its most recent SEC filing.
Other hedge funds and other institutional investors have also recently made changes to their positions in the company. Walker Financial Services Inc. increased its holdings in Schwab US Large-Cap ETF by 1.2% in the 3rd quarter. Walker Financial Services Inc. now owns 13,918 shares of the company’s stock worth $944,000 after acquiring an additional 159 shares in the last quarter. Ignite Planners LLC grew its position in shares of Schwab US Large-Cap ETF by 0.3% in the third quarter. Ignite Planners LLC now owns 56,377 shares of the company’s stock valued at $3,825,000 after purchasing an additional 170 shares during the period. Concourse Financial Group Securities Inc. increased its stake in shares of Schwab US Large-Cap ETF by 224.3% during the third quarter. Concourse Financial Group Securities Inc. now owns 373 shares of the company’s stock worth $25,000 after purchasing an additional 258 shares in the last quarter. SMI Advisory Services LLC raised its position in shares of Schwab US Large-Cap ETF by 11.8% during the 3rd quarter. SMI Advisory Services LLC now owns 4,470 shares of the company’s stock worth $303,000 after purchasing an additional 473 shares during the last quarter. Finally, Steigerwald Gordon & Koch Inc. lifted its stake in Schwab US Large-Cap ETF by 15.7% in the 3rd quarter. Steigerwald Gordon & Koch Inc. now owns 3,689 shares of the company’s stock valued at $250,000 after buying an additional 500 shares in the last quarter.
Schwab US Large-Cap ETF Trading Down 0.2 %
SCHX stock opened at $24.13 on Monday. Schwab US Large-Cap ETF has a 12-month low of $19.08 and a 12-month high of $24.23. The business’s 50-day moving average is $23.64 and its 200 day moving average is $22.72. The stock has a market cap of $15.73 billion, a price-to-earnings ratio of 26.53 and a beta of 1.02.
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.
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