Schwab US Large-Cap ETF (NYSEARCA:SCHX) Position Raised by Elevation Wealth Partners LLC

Elevation Wealth Partners LLC raised its holdings in Schwab US Large-Cap ETF (NYSEARCA:SCHX) by 206.4% in the 4th quarter, Holdings Channel.com reports. The firm owned 361,226 shares of the company’s stock after acquiring an additional 243,333 shares during the period. Schwab US Large-Cap ETF makes up 3.5% of Elevation Wealth Partners LLC’s investment portfolio, making the stock its 6th largest position. Elevation Wealth Partners LLC’s holdings in Schwab US Large-Cap ETF were worth $8,373,000 as of its most recent SEC filing.

Several other hedge funds and other institutional investors also recently modified their holdings of the business. Brass Tax Wealth Management Inc. bought a new position in Schwab US Large-Cap ETF in the 3rd quarter worth approximately $3,040,000. B. Riley Wealth Advisors Inc. lifted its position in shares of Schwab US Large-Cap ETF by 4.8% during the third 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 in the last quarter. Howard Capital Management Group LLC bought a new position in shares of Schwab US Large-Cap ETF in the third quarter worth $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 worth $25,492,000 after acquiring an additional 28,277 shares during the period. Finally, World Investment Advisors LLC grew its position in shares of Schwab US Large-Cap ETF by 12.5% in the third quarter. World Investment Advisors LLC now owns 50,196 shares of the company’s stock valued at $3,406,000 after purchasing an additional 5,575 shares in the last quarter.

Schwab US Large-Cap ETF Stock Performance

Shares of SCHX opened at $23.85 on Monday. Schwab US Large-Cap ETF has a 52-week low of $19.39 and a 52-week high of $24.23. The stock’s 50-day simple moving average is $23.70 and its 200 day simple moving average is $22.85. The stock has a market capitalization of $15.55 billion, a price-to-earnings ratio of 26.53 and a beta of 1.02.

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.