Sax Wealth Advisors LLC Has $3.92 Million Stake in Schwab US Large-Cap ETF $SCHX

Sax Wealth Advisors LLC grew its position in Schwab US Large-Cap ETF (NYSEARCA:SCHX) by 83.1% during the second quarter, according to the company in its most recent 13F filing with the SEC. The fund owned 133,285 shares of the company’s stock after purchasing an additional 60,496 shares during the quarter. Sax Wealth Advisors LLC’s holdings in Schwab US Large-Cap ETF were worth $3,923,000 as of its most recent filing with the SEC.

Other large investors also recently modified their holdings of the company. Farther Finance Advisors LLC grew its stake in Schwab US Large-Cap ETF by 37.4% in the fourth quarter. Farther Finance Advisors LLC now owns 3,972,127 shares of the company’s stock valued at $106,890,000 after acquiring an additional 1,081,148 shares during the period. Rede Wealth LLC purchased a new stake in shares of Schwab US Large-Cap ETF in the fourth quarter worth approximately $855,000. Steele Capital Management Inc. lifted its holdings in shares of Schwab US Large-Cap ETF by 1.8% in the fourth quarter. Steele Capital Management Inc. now owns 3,985,073 shares of the company’s stock valued at $107,238,000 after purchasing an additional 69,493 shares in the last quarter. Hantz Financial Services Inc. boosted its position in shares of Schwab US Large-Cap ETF by 21.5% during the fourth quarter. Hantz Financial Services Inc. now owns 179,681 shares of the company’s stock valued at $4,835,000 after buying an additional 31,774 shares during the last quarter. Finally, Clarity Wealth Advisors LLC boosted its position in shares of Schwab US Large-Cap ETF by 288.7% during the fourth quarter. Clarity Wealth Advisors LLC now owns 44,611 shares of the company’s stock valued at $1,200,000 after buying an additional 33,133 shares during the last quarter.

Schwab US Large-Cap ETF Trading Up 0.7%

Shares of Schwab US Large-Cap ETF stock opened at $30.52 on Friday. The stock has a fifty day simple moving average of $29.44 and a 200 day simple moving average of $28.09. Schwab US Large-Cap ETF has a 12-month low of $24.81 and a 12-month high of $30.63. The company has a market capitalization of $74.46 billion, a P/E ratio of 25.66 and a beta of 1.00.

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. 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.