Elser Financial Planning Inc Grows Stock Holdings in Schwab US Large-Cap ETF (NYSEARCA:SCHX)

Elser Financial Planning Inc increased its stake in shares of Schwab US Large-Cap ETF (NYSEARCA:SCHX) by 192.1% during the fourth quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The institutional investor owned 135,411 shares of the company’s stock after buying an additional 89,058 shares during the period. Schwab US Large-Cap ETF comprises 0.2% of Elser Financial Planning Inc’s portfolio, making the stock its 23rd largest holding. Elser Financial Planning Inc’s holdings in Schwab US Large-Cap ETF were worth $3,139,000 as of its most recent filing with the Securities and Exchange Commission.

Other institutional investors have also recently added to or reduced their stakes in the company. Concourse Financial Group Securities Inc. boosted its holdings in Schwab US Large-Cap ETF by 224.3% during the third quarter. Concourse Financial Group Securities Inc. now owns 373 shares of the company’s stock worth $25,000 after buying an additional 258 shares in the last quarter. Versant Capital Management Inc lifted its holdings in shares of Schwab US Large-Cap ETF by 201.0% in the fourth 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 in the last quarter. IFS Advisors LLC purchased a new stake in shares of Schwab US Large-Cap ETF in the fourth quarter valued at about $30,000. Princeton Global Asset Management LLC lifted its holdings in shares of Schwab US Large-Cap ETF by 200.7% in the fourth 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 in the last quarter. Finally, Brooklyn Investment Group purchased a new stake in shares of Schwab US Large-Cap ETF in the fourth quarter valued at about $32,000.

Schwab US Large-Cap ETF Price Performance

Shares of NYSEARCA SCHX opened at $23.85 on Monday. Schwab US Large-Cap ETF has a 12-month low of $19.39 and a 12-month high of $24.23. The company has a market capitalization of $15.55 billion, a PE ratio of 26.53 and a beta of 1.02. The firm’s 50-day moving average is $23.70 and its two-hundred day moving average is $22.85.

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.