Gradient Capital Advisors LLC Boosts Stock Holdings in Schwab US Large-Cap ETF (NYSEARCA:SCHX)

Gradient Capital Advisors LLC grew its position in Schwab US Large-Cap ETF (NYSEARCA:SCHX) by 193.0% in the 4th quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The fund owned 283,488 shares of the company’s stock after purchasing an additional 186,725 shares during the period. Schwab US Large-Cap ETF comprises about 2.1% of Gradient Capital Advisors LLC’s portfolio, making the stock its 12th largest position. Gradient Capital Advisors LLC’s holdings in Schwab US Large-Cap ETF were worth $6,571,000 at the end of the most recent reporting period.

Other large investors also recently made changes to their positions in the company. Concourse Financial Group Securities Inc. lifted its position in shares of Schwab US Large-Cap ETF by 224.3% during the 3rd 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 increased its position in shares of Schwab US Large-Cap ETF by 201.0% during the fourth quarter. Versant Capital Management Inc now owns 1,261 shares of the company’s stock valued at $29,000 after acquiring an additional 842 shares during the last quarter. IFS Advisors LLC bought a new stake in Schwab US Large-Cap ETF during the fourth quarter worth $30,000. Princeton Global Asset Management LLC boosted its position in 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 worth $30,000 after purchasing an additional 867 shares during the last quarter. Finally, Brooklyn Investment Group bought a new position in Schwab US Large-Cap ETF in the 4th quarter valued at $32,000.

Schwab US Large-Cap ETF Price Performance

Shares of Schwab US Large-Cap ETF stock opened at $24.00 on Wednesday. The firm has a market cap of $15.65 billion, a PE ratio of 26.53 and a beta of 1.02. Schwab US Large-Cap ETF has a 1 year low of $19.39 and a 1 year high of $24.23. The stock has a fifty day moving average price of $23.70 and a 200-day moving average price of $22.88.

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.