Schwab US Large-Cap ETF (NYSEARCA:SCHX) Shares Purchased by Leavell Investment Management Inc.

Leavell Investment Management Inc. boosted its stake in Schwab US Large-Cap ETF (NYSEARCA:SCHX) by 197.9% during the fourth quarter, according to its most recent 13F filing with the SEC. The firm owned 702,492 shares of the company’s stock after acquiring an additional 466,669 shares during the quarter. Schwab US Large-Cap ETF accounts for about 0.8% of Leavell Investment Management Inc.’s portfolio, making the stock its 27th biggest holding. Leavell Investment Management Inc. owned 0.11% of Schwab US Large-Cap ETF worth $16,284,000 as of its most recent filing with the SEC.

A number of other institutional investors have also recently added to or reduced their stakes in the stock. Gradient Capital Advisors LLC grew its stake in Schwab US Large-Cap ETF by 193.0% in the 4th quarter. Gradient Capital Advisors LLC now owns 283,488 shares of the company’s stock valued at $6,571,000 after acquiring an additional 186,725 shares during the period. CAP Partners LLC grew its stake in Schwab US Large-Cap ETF by 96.4% in the 4th quarter. CAP Partners LLC now owns 322,844 shares of the company’s stock valued at $7,484,000 after acquiring an additional 158,470 shares during the period. Index Fund Advisors Inc. grew its stake in Schwab US Large-Cap ETF by 200.2% in the 4th quarter. Index Fund Advisors Inc. now owns 14,780 shares of the company’s stock valued at $343,000 after acquiring an additional 9,857 shares during the period. Shaker Investments LLC OH boosted its stake in Schwab US Large-Cap ETF by 200.5% during the 4th quarter. Shaker Investments LLC OH now owns 10,189 shares of the company’s stock worth $236,000 after purchasing an additional 6,798 shares during the last quarter. Finally, Balentine LLC boosted its stake in Schwab US Large-Cap ETF by 200.0% during the 4th quarter. Balentine LLC now owns 2,349 shares of the company’s stock worth $54,000 after purchasing an additional 1,566 shares during the last quarter.

Schwab US Large-Cap ETF Price Performance

Shares of SCHX opened at $24.00 on Wednesday. Schwab US Large-Cap ETF has a 52-week low of $19.39 and a 52-week high of $24.23. The firm’s fifty day moving average is $23.70 and its two-hundred day moving average is $22.88. The stock has a market cap of $15.65 billion, a PE ratio of 26.53 and a beta of 1.02.

Schwab US Large-Cap ETF Company 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.