Schwab US Large-Cap ETF (NYSEARCA:SCHX) Position Boosted by Worth Asset Management LLC

Worth Asset Management LLC raised its holdings in shares of Schwab US Large-Cap ETF (NYSEARCA:SCHX) by 238.3% during the 4th quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 98,843 shares of the company’s stock after acquiring an additional 69,627 shares during the period. Schwab US Large-Cap ETF makes up 1.2% of Worth Asset Management LLC’s holdings, making the stock its 21st largest position. Worth Asset Management LLC’s holdings in Schwab US Large-Cap ETF were worth $2,291,000 as of its most recent SEC filing.

Other institutional investors also recently added to or reduced their stakes in the company. Brass Tax Wealth Management Inc. acquired a new stake in Schwab US Large-Cap ETF in the third quarter worth about $3,040,000. B. Riley Wealth Advisors Inc. lifted its stake in shares of Schwab US Large-Cap ETF by 4.8% in the 3rd quarter. B. Riley Wealth Advisors Inc. now owns 110,984 shares of the company’s stock worth $7,469,000 after acquiring an additional 5,035 shares during the period. Anchor Investment Management LLC boosted its holdings in shares of Schwab US Large-Cap ETF by 8.1% in the third quarter. Anchor Investment Management LLC now owns 375,706 shares of the company’s stock valued at $25,492,000 after acquiring an additional 28,277 shares in the last quarter. Howard Capital Management Group LLC acquired a new position in shares of Schwab US Large-Cap ETF during the 3rd quarter valued at $209,000. Finally, World Investment Advisors LLC raised its stake in shares of Schwab US Large-Cap ETF by 12.5% in the 3rd quarter. World Investment Advisors LLC now owns 50,196 shares of the company’s stock worth $3,406,000 after buying an additional 5,575 shares in the last quarter.

Schwab US Large-Cap ETF Stock Down 0.1 %

Schwab US Large-Cap ETF stock traded down $0.02 during midday trading on Wednesday, hitting $23.29. The company’s stock had a trading volume of 4,173,054 shares, compared to its average volume of 8,088,282. Schwab US Large-Cap ETF has a 12 month low of $18.56 and a 12 month high of $24.19. The stock’s 50-day moving average price is $23.54 and its 200-day moving average price is $22.55. The company has a market capitalization of $15.18 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.