Schwab US Large-Cap ETF (NYSEARCA:SCHX) is Athena Investment Management’s Largest Position

Athena Investment Management increased its stake in Schwab US Large-Cap ETF (NYSEARCA:SCHX) by 203.2% in the 4th quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The institutional investor owned 1,372,991 shares of the company’s stock after acquiring an additional 920,091 shares during the period. Schwab US Large-Cap ETF makes up approximately 18.4% of Athena Investment Management’s investment portfolio, making the stock its biggest position. Athena Investment Management owned 0.21% of Schwab US Large-Cap ETF worth $31,826,000 as of its most recent SEC filing.

Several other institutional investors and hedge funds also recently added to or reduced their stakes in SCHX. US Bancorp DE boosted its position in shares of Schwab US Large-Cap ETF by 902.4% during the fourth quarter. US Bancorp DE now owns 206,419,096 shares of the company’s stock valued at $4,784,795,000 after buying an additional 185,825,669 shares during the period. Sage Financial Group Inc. boosted its position in shares of Schwab US Large-Cap ETF by 197.7% during the fourth quarter. Sage Financial Group Inc. now owns 24,865,286 shares of the company’s stock valued at $576,377,000 after buying an additional 16,511,474 shares during the period. Campbell Wealth Management boosted its position in shares of Schwab US Large-Cap ETF by 208.8% during the fourth quarter. Campbell Wealth Management now owns 15,779,897 shares of the company’s stock valued at $365,778,000 after buying an additional 10,670,574 shares during the period. McAdam LLC boosted its position in shares of Schwab US Large-Cap ETF by 210.5% during the fourth quarter. McAdam LLC now owns 10,339,604 shares of the company’s stock valued at $239,672,000 after buying an additional 7,009,351 shares during the period. Finally, JMG Financial Group Ltd. boosted its position in shares of Schwab US Large-Cap ETF by 194.4% during the fourth quarter. JMG Financial Group Ltd. now owns 8,298,426 shares of the company’s stock valued at $192,358,000 after buying an additional 5,480,099 shares during the period.

Schwab US Large-Cap ETF Price Performance

Shares of NYSEARCA:SCHX opened at $23.51 on Friday. The firm has a market capitalization of $52.66 billion, a PE ratio of 26.64 and a beta of 1.02. The business has a 50 day simple moving average of $23.71 and a two-hundred day simple moving average of $23.13. Schwab US Large-Cap ETF has a 1 year low of $19.50 and a 1 year high of $24.31.

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.