Successful Portfolios LLC Grows Stock Position in Schwab US Large-Cap ETF (NYSEARCA:SCHX)

Successful Portfolios LLC increased its position in Schwab US Large-Cap ETF (NYSEARCA:SCHX) by 1.3% in the 1st quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The institutional investor owned 82,686 shares of the company’s stock after acquiring an additional 1,031 shares during the quarter. Schwab US Large-Cap ETF comprises approximately 1.2% of Successful Portfolios LLC’s holdings, making the stock its 19th biggest position. Successful Portfolios LLC’s holdings in Schwab US Large-Cap ETF were worth $1,826,000 at the end of the most recent reporting period.

Other hedge funds and other institutional investors also recently added to or reduced their stakes in the company. McClarren Financial Advisors Inc. bought a new position in shares of Schwab US Large-Cap ETF during the 4th quarter valued at approximately $25,000. Prudent Man Investment Management Inc. bought a new stake in shares of Schwab US Large-Cap ETF during the fourth quarter worth $26,000. Harbor Investment Advisory LLC bought a new stake in shares of Schwab US Large-Cap ETF during the first quarter worth $25,000. Delta Asset Management LLC TN lifted its position in shares of Schwab US Large-Cap ETF by 200.0% during the fourth quarter. Delta Asset Management LLC TN now owns 1,350 shares of the company’s stock worth $31,000 after purchasing an additional 900 shares during the last quarter. Finally, Bellwether Advisors LLC purchased a new position in shares of Schwab US Large-Cap ETF during the fourth quarter valued at $32,000.

Schwab US Large-Cap ETF Trading Up 1.0%

Shares of Schwab US Large-Cap ETF stock opened at $23.73 on Friday. The firm has a market cap of $54.58 billion, a P/E ratio of 25.20 and a beta of 1.02. Schwab US Large-Cap ETF has a 12 month low of $19.00 and a 12 month high of $24.31. The stock’s fifty day moving average price is $22.11 and its 200-day moving average price is $22.97.

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.