Diversified Portfolios Inc. Acquires 6,216 Shares of Schwab US Large-Cap ETF (NYSEARCA:SCHX)

Diversified Portfolios Inc. boosted its holdings in Schwab US Large-Cap ETF (NYSEARCA:SCHX) by 200.1% in the fourth quarter, according to the company in its most recent Form 13F filing with the SEC. The institutional investor owned 9,323 shares of the company’s stock after purchasing an additional 6,216 shares during the quarter. Diversified Portfolios Inc.’s holdings in Schwab US Large-Cap ETF were worth $216,000 at the end of the most recent quarter.

Other institutional investors have also recently added to or reduced their stakes in the company. Brass Tax Wealth Management Inc. bought a new stake in shares of Schwab US Large-Cap ETF in the 3rd quarter valued at $3,040,000. B. Riley Wealth Advisors Inc. grew its holdings in 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 purchasing an additional 5,035 shares during the period. Howard Capital Management Group LLC bought a new stake in Schwab US Large-Cap ETF in the third quarter valued at $209,000. Anchor Investment Management LLC raised its holdings in shares of Schwab US Large-Cap ETF by 8.1% during the third quarter. Anchor Investment Management LLC now owns 375,706 shares of the company’s stock valued at $25,492,000 after purchasing an additional 28,277 shares during the period. Finally, World Investment Advisors LLC boosted its position in shares of 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 purchasing an additional 5,575 shares in the last quarter.

Schwab US Large-Cap ETF Price Performance

Shares of SCHX opened at $24.00 on Wednesday. Schwab US Large-Cap ETF has a one year low of $19.39 and a one year high of $24.23. The company has a market cap of $15.65 billion, a PE ratio of 26.53 and a beta of 1.02. The stock has a 50-day moving average of $23.70 and a 200-day moving average of $22.88.

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.