Successful Portfolios LLC Grows Stock Position in Schwab US Large-Cap ETF $SCHX

Successful Portfolios LLC lifted its stake in Schwab US Large-Cap ETF (NYSEARCA:SCHX) by 1.1% during the 2nd quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The firm owned 83,571 shares of the company’s stock after buying an additional 885 shares during the period. Schwab US Large-Cap ETF makes up approximately 1.3% of Successful Portfolios LLC’s holdings, making the stock its 19th largest holding. Successful Portfolios LLC’s holdings in Schwab US Large-Cap ETF were worth $2,042,000 as of its most recent SEC filing.

Other large investors have also recently modified their holdings of the company. Crews Bank & Trust purchased a new position in Schwab US Large-Cap ETF during the 2nd quarter valued at about $26,000. Orion Capital Management LLC purchased a new position in Schwab US Large-Cap ETF during the 1st quarter valued at about $27,000. S.A. Mason LLC purchased a new position in Schwab US Large-Cap ETF during the 2nd quarter valued at about $29,000. Bridge Generations Wealth Management LLC increased its holdings in Schwab US Large-Cap ETF by 238.7% during the 1st quarter. Bridge Generations Wealth Management LLC now owns 1,592 shares of the company’s stock valued at $35,000 after purchasing an additional 1,122 shares during the period. Finally, MorganRosel Wealth Management LLC purchased a new position in Schwab US Large-Cap ETF during the 1st quarter valued at about $36,000.

Schwab US Large-Cap ETF Price Performance

Shares of NYSEARCA:SCHX opened at $26.48 on Friday. Schwab US Large-Cap ETF has a 1 year low of $19.00 and a 1 year high of $26.63. The company has a market cap of $61.36 billion, a PE ratio of 25.66 and a beta of 1.01. The stock’s 50-day moving average is $25.68 and its 200 day moving average is $23.91.

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.