Leading Edge Financial Planning LLC Has $959,000 Holdings in Schwab US Large-Cap ETF (NYSEARCA:SCHX)

Leading Edge Financial Planning LLC boosted its holdings in shares of Schwab US Large-Cap ETF (NYSEARCA:SCHX) by 207.2% during the fourth quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The fund owned 41,363 shares of the company’s stock after buying an additional 27,899 shares during the quarter. Schwab US Large-Cap ETF makes up approximately 0.3% of Leading Edge Financial Planning LLC’s investment portfolio, making the stock its 24th largest position. Leading Edge Financial Planning LLC’s holdings in Schwab US Large-Cap ETF were worth $959,000 at the end of the most recent quarter.

A number of other institutional investors have also recently bought and sold shares of the business. Walker Financial Services Inc. grew its position in shares of Schwab US Large-Cap ETF by 1.2% in the third quarter. Walker Financial Services Inc. now owns 13,918 shares of the company’s stock valued at $944,000 after purchasing an additional 159 shares during the last quarter. Ignite Planners LLC grew its position in shares of Schwab US Large-Cap ETF by 0.3% in the third quarter. Ignite Planners LLC now owns 56,377 shares of the company’s stock valued at $3,825,000 after purchasing an additional 170 shares during the last quarter. Concourse Financial Group Securities Inc. grew its position in shares of Schwab US Large-Cap ETF by 224.3% in the third quarter. Concourse Financial Group Securities Inc. now owns 373 shares of the company’s stock valued at $25,000 after purchasing an additional 258 shares during the last quarter. SMI Advisory Services LLC grew its position in shares of Schwab US Large-Cap ETF by 11.8% in the third quarter. SMI Advisory Services LLC now owns 4,470 shares of the company’s stock valued at $303,000 after purchasing an additional 473 shares during the last quarter. Finally, Steigerwald Gordon & Koch Inc. grew its position in shares of Schwab US Large-Cap ETF by 15.7% in the third quarter. Steigerwald Gordon & Koch Inc. now owns 3,689 shares of the company’s stock valued at $250,000 after purchasing an additional 500 shares during the last quarter.

Schwab US Large-Cap ETF Trading Down 0.6 %

Schwab US Large-Cap ETF stock opened at $23.87 on Monday. Schwab US Large-Cap ETF has a 12 month low of $19.08 and a 12 month high of $24.23. The stock’s 50 day moving average is $23.69 and its 200-day moving average is $22.79. The company has a market capitalization of $15.56 billion, a price-to-earnings ratio of 26.53 and a beta of 1.02.

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.