Compass Ion Advisors LLC Increases Stock Holdings in Schwab US Large-Cap ETF (NYSEARCA:SCHX)

Compass Ion Advisors LLC increased its holdings in Schwab US Large-Cap ETF (NYSEARCA:SCHX) by 196.3% in the fourth quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The firm owned 104,657 shares of the company’s stock after acquiring an additional 69,331 shares during the quarter. Compass Ion Advisors LLC’s holdings in Schwab US Large-Cap ETF were worth $2,426,000 as of its most recent filing with the Securities & Exchange Commission.

A number of other institutional investors and hedge funds also recently added to or reduced their stakes in the business. ProVise Management Group LLC lifted its stake in Schwab US Large-Cap ETF by 200.0% in the fourth quarter. ProVise Management Group LLC now owns 17,047 shares of the company’s stock worth $395,000 after acquiring an additional 11,364 shares during the period. Evoke Wealth LLC lifted its position in Schwab US Large-Cap ETF by 200.0% during the fourth quarter. Evoke Wealth LLC now owns 57,036 shares of the company’s stock valued at $1,322,000 after buying an additional 38,024 shares during the period. Carlson Capital Management lifted its position in Schwab US Large-Cap ETF by 200.0% during the fourth quarter. Carlson Capital Management now owns 31,392 shares of the company’s stock valued at $728,000 after buying an additional 20,928 shares during the period. Thrivent Financial for Lutherans lifted its position in Schwab US Large-Cap ETF by 145.3% during the fourth quarter. Thrivent Financial for Lutherans now owns 38,945 shares of the company’s stock valued at $903,000 after buying an additional 23,067 shares during the period. Finally, Petra Financial Advisors Inc. lifted its position in Schwab US Large-Cap ETF by 141.9% during the fourth quarter. Petra Financial Advisors Inc. now owns 50,126 shares of the company’s stock valued at $1,162,000 after buying an additional 29,401 shares during the period.

Schwab US Large-Cap ETF Trading Down 1.1 %

Shares of Schwab US Large-Cap ETF stock opened at $22.16 on Wednesday. The firm has a market capitalization of $49.86 billion, a P/E ratio of 24.44 and a beta of 1.03. The business has a fifty day simple moving average of $23.46 and a two-hundred day simple moving average of $23.19. Schwab US Large-Cap ETF has a 12 month low of $19.50 and a 12 month high of $24.31.

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.