Mason & Associates LLC boosted its position in Schwab US Large-Cap ETF (NYSEARCA:SCHX – Free Report) by 200.0% during the fourth quarter, HoldingsChannel.com reports. The institutional investor owned 28,581 shares of the company’s stock after acquiring an additional 19,054 shares during the quarter. Schwab US Large-Cap ETF makes up 0.2% of Mason & Associates LLC’s investment portfolio, making the stock its 21st biggest position. Mason & Associates LLC’s holdings in Schwab US Large-Cap ETF were worth $663,000 at the end of the most recent quarter.
A number of other institutional investors and hedge funds also recently added to or reduced their stakes in the company. Brass Tax Wealth Management Inc. purchased a new stake in Schwab US Large-Cap ETF during the 3rd quarter worth approximately $3,040,000. B. Riley Wealth Advisors Inc. increased its stake in shares of Schwab US Large-Cap ETF by 4.8% in the third quarter. B. Riley Wealth Advisors Inc. now owns 110,984 shares of the company’s stock worth $7,469,000 after buying an additional 5,035 shares during the last quarter. Anchor Investment Management LLC raised its holdings in 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 bought a new position in Schwab US Large-Cap ETF during the 3rd quarter valued at $209,000. Finally, World Investment Advisors LLC grew its holdings in Schwab US Large-Cap ETF by 12.5% during the 3rd quarter. World Investment Advisors LLC now owns 50,196 shares of the company’s stock worth $3,406,000 after acquiring an additional 5,575 shares in the last quarter.
Schwab US Large-Cap ETF Stock Performance
SCHX opened at $23.71 on Friday. Schwab US Large-Cap ETF has a 1-year low of $18.66 and a 1-year high of $24.19. The company has a 50-day moving average of $23.60 and a 200-day moving average of $22.63. The company has a market capitalization of $15.46 billion, a P/E ratio of 26.53 and a beta of 1.02.
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.
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