Schwab US Large-Cap ETF (NYSEARCA:SCHX) Stake Lifted by Evernest Financial Advisors LLC

Evernest Financial Advisors LLC raised its stake in Schwab US Large-Cap ETF (NYSEARCA:SCHX) by 192.7% during the fourth quarter, according to its most recent disclosure with the SEC. The fund owned 25,671 shares of the company’s stock after buying an additional 16,901 shares during the quarter. Evernest Financial Advisors LLC’s holdings in Schwab US Large-Cap ETF were worth $595,000 as of its most recent SEC filing.

Several other hedge funds and other institutional investors also recently modified their holdings of the company. Brass Tax Wealth Management Inc. bought a new stake in shares of Schwab US Large-Cap ETF during the third quarter valued at 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. Howard Capital Management Group LLC acquired a new stake in shares of Schwab US Large-Cap ETF in the 3rd quarter worth approximately $209,000. 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. Finally, World Investment Advisors LLC increased its stake in shares of Schwab US Large-Cap ETF by 12.5% during the third quarter. World Investment Advisors LLC now owns 50,196 shares of the company’s stock valued at $3,406,000 after acquiring an additional 5,575 shares during the period.

Schwab US Large-Cap ETF Price Performance

SCHX opened at $24.01 on Friday. Schwab US Large-Cap ETF has a 1-year low of $19.08 and a 1-year high of $24.23. The company has a market capitalization of $15.65 billion, a price-to-earnings ratio of 26.53 and a beta of 1.02. The business has a 50 day moving average price of $23.68 and a two-hundred day moving average price of $22.76.

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.