Perryman Financial Advisory Inc. AD Makes New Investment in Schwab US Large-Cap ETF $SCHX

Perryman Financial Advisory Inc. AD purchased a new stake in Schwab US Large-Cap ETF (NYSEARCA:SCHX) in the 4th quarter, according to its most recent disclosure with the Securities & Exchange Commission. The fund purchased 29,092 shares of the company’s stock, valued at approximately $783,000.

Several other institutional investors have also recently made changes to their positions in SCHX. Bfsg LLC grew its stake in shares of Schwab US Large-Cap ETF by 0.8% in the 4th quarter. Bfsg LLC now owns 49,029 shares of the company’s stock valued at $1,319,000 after buying an additional 374 shares during the period. Sound Stewardship LLC raised its stake in Schwab US Large-Cap ETF by 2.6% during the 4th quarter. Sound Stewardship LLC now owns 14,789 shares of the company’s stock worth $398,000 after buying an additional 381 shares during the period. Traub Capital Management LLC boosted its holdings in Schwab US Large-Cap ETF by 2.6% in the fourth quarter. Traub Capital Management LLC now owns 15,891 shares of the company’s stock worth $428,000 after acquiring an additional 400 shares in the last quarter. Cadence Wealth Management LLC boosted its holdings in Schwab US Large-Cap ETF by 2.9% in the fourth quarter. Cadence Wealth Management LLC now owns 14,389 shares of the company’s stock worth $387,000 after acquiring an additional 401 shares in the last quarter. Finally, Goldstein Advisors LLC grew its stake in Schwab US Large-Cap ETF by 1.5% in the fourth quarter. Goldstein Advisors LLC now owns 26,484 shares of the company’s stock valued at $713,000 after acquiring an additional 401 shares during the period.

Schwab US Large-Cap ETF Price Performance

NYSEARCA SCHX opened at $29.21 on Monday. The company has a market cap of $70.44 billion, a price-to-earnings ratio of 25.66 and a beta of 1.01. Schwab US Large-Cap ETF has a 52 week low of $23.50 and a 52 week high of $29.95. The business has a 50 day moving average price of $28.43 and a 200-day moving average price of $27.41.

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. The Index is a float-adjusted market capitalization weighted index. The types of derivatives used by the Fund are options, futures, options on futures and swaps.