Modus Advisors LLC Increases Stock Position in Schwab US Large-Cap ETF (NYSEARCA:SCHX)


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Modus Advisors LLC lifted its position in shares of Schwab US Large-Cap ETF (NYSEARCA:SCHX) by 6.2% during the 1st quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The institutional investor owned 13,337 shares of the company’s stock after acquiring an additional 783 shares during the quarter. Modus Advisors LLC’s holdings in Schwab US Large-Cap ETF were worth $1,281,000 at the end of the most recent quarter.

Other large investors have also recently made changes to their positions in the company. Northwest Quadrant Wealth Management LLC boosted its stake in shares of Schwab US Large-Cap ETF by 5.9% during the 4th quarter. Northwest Quadrant Wealth Management LLC now owns 771,259 shares of the company’s stock worth $69,876,000 after acquiring an additional 43,070 shares in the last quarter. Grimes & Company Inc. boosted its stake in shares of Schwab US Large-Cap ETF by 40.1% during the 4th quarter. Grimes & Company Inc. now owns 49,716 shares of the company’s stock worth $4,522,000 after acquiring an additional 14,234 shares in the last quarter. DDD Partners LLC boosted its stake in shares of Schwab US Large-Cap ETF by 12.5% during the 4th quarter. DDD Partners LLC now owns 19,606 shares of the company’s stock worth $1,783,000 after acquiring an additional 2,181 shares in the last quarter. Stewart & Patten Co. LLC boosted its stake in shares of Schwab US Large-Cap ETF by 9.2% during the 4th quarter. Stewart & Patten Co. LLC now owns 5,418 shares of the company’s stock worth $493,000 after acquiring an additional 457 shares in the last quarter. Finally, Annapolis Financial Services LLC purchased a new stake in shares of Schwab US Large-Cap ETF during the 4th quarter worth approximately $903,000.

Shares of Schwab US Large-Cap ETF stock traded up $0.19 during trading on Thursday, hitting $98.85. 3,402 shares of the company were exchanged, compared to its average volume of 890,917. Schwab US Large-Cap ETF has a fifty-two week low of $63.04 and a fifty-two week high of $98.85. The firm has a 50 day moving average price of $95.19 and a 200 day moving average price of $89.51.

Schwab US Large-Cap ETF 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.

Further Reading: Debt-To-Equity Ratio

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Institutional Ownership by Quarter for Schwab US Large-Cap ETF (NYSEARCA:SCHX)

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