Carlson Capital Management Boosts Stake in Schwab US Large-Cap ETF (NYSEARCA:SCHX)

Carlson Capital Management lifted its holdings in Schwab US Large-Cap ETF (NYSEARCA:SCHX) by 200.0% during the fourth quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 31,392 shares of the company’s stock after buying an additional 20,928 shares during the quarter. Carlson Capital Management’s holdings in Schwab US Large-Cap ETF were worth $728,000 as of its most recent SEC filing.

Other institutional investors have also recently modified their holdings of the company. Total Investment Management Inc. boosted its stake in shares of Schwab US Large-Cap ETF by 200.6% in the fourth quarter. Total Investment Management Inc. now owns 13,510 shares of the company’s stock valued at $313,000 after buying an additional 9,016 shares in the last quarter. Keystone Wealth Services LLC boosted its position in Schwab US Large-Cap ETF by 200.4% during the fourth quarter. Keystone Wealth Services LLC now owns 34,854 shares of the company’s stock worth $808,000 after purchasing an additional 23,252 shares in the last quarter. Brass Tax Wealth Management Inc. purchased a new stake in Schwab US Large-Cap ETF during the third quarter worth $3,040,000. B. Riley Wealth Advisors Inc. boosted its position in Schwab US Large-Cap ETF by 4.8% during the third quarter. B. Riley Wealth Advisors Inc. now owns 110,984 shares of the company’s stock worth $7,469,000 after purchasing an additional 5,035 shares in the last quarter. Finally, Pure Portfolios Holdings LLC boosted its position in Schwab US Large-Cap ETF by 201.1% during the fourth quarter. Pure Portfolios Holdings LLC now owns 1,408,552 shares of the company’s stock worth $32,650,000 after purchasing an additional 940,747 shares in the last quarter.

Schwab US Large-Cap ETF Stock Performance

SCHX opened at $22.41 on Tuesday. The business’s fifty day moving average is $23.48 and its two-hundred day moving average is $23.19. The company has a market cap of $50.42 billion, a price-to-earnings ratio of 24.44 and a beta of 1.03. Schwab US Large-Cap ETF has a one year low of $19.50 and a one year high of $24.31.

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.