EverSource Wealth Advisors LLC Boosts Stake in Schwab US Large-Cap ETF (NYSEARCA:SCHX)

EverSource Wealth Advisors LLC grew its stake in shares of Schwab US Large-Cap ETF (NYSEARCA:SCHX) by 218.0% during the 4th quarter, according to the company in its most recent 13F filing with the SEC. The institutional investor owned 38,211 shares of the company’s stock after buying an additional 26,194 shares during the quarter. EverSource Wealth Advisors LLC’s holdings in Schwab US Large-Cap ETF were worth $886,000 at the end of the most recent quarter.

Other institutional investors and hedge funds also recently made changes to their positions in the company. McClarren Financial Advisors Inc. bought a new position in shares of Schwab US Large-Cap ETF during the 4th quarter valued at $25,000. Versant Capital Management Inc grew its holdings in shares of Schwab US Large-Cap ETF by 201.0% during the 4th quarter. Versant Capital Management Inc now owns 1,261 shares of the company’s stock valued at $29,000 after purchasing an additional 842 shares during the last quarter. Princeton Global Asset Management LLC grew its holdings in shares of Schwab US Large-Cap ETF by 200.7% during the 4th quarter. Princeton Global Asset Management LLC now owns 1,299 shares of the company’s stock valued at $30,000 after purchasing an additional 867 shares during the last quarter. IFS Advisors LLC bought a new position in shares of Schwab US Large-Cap ETF during the 4th quarter valued at $30,000. Finally, Brooklyn Investment Group bought a new position in shares of Schwab US Large-Cap ETF during the 4th quarter valued at $32,000.

Schwab US Large-Cap ETF Stock Performance

SCHX stock opened at $21.75 on Friday. Schwab US Large-Cap ETF has a 52 week low of $19.50 and a 52 week high of $24.31. The firm’s fifty day moving average is $23.53 and its 200 day moving average is $23.17. The firm has a market cap of $48.94 billion, a P/E ratio of 24.44 and a beta of 1.03.

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.