Tortoise Investment Management LLC Has $14.84 Million Holdings in Schwab US Large-Cap ETF (NYSEARCA:SCHX)

Tortoise Investment Management LLC increased its holdings in shares of Schwab US Large-Cap ETF (NYSEARCA:SCHX) by 191.4% during the fourth quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund owned 640,207 shares of the company’s stock after acquiring an additional 420,485 shares during the period. Schwab US Large-Cap ETF comprises approximately 1.6% of Tortoise Investment Management LLC’s holdings, making the stock its 15th largest holding. Tortoise Investment Management LLC owned approximately 0.10% of Schwab US Large-Cap ETF worth $14,840,000 at the end of the most recent quarter.

Other large investors have also bought and sold shares of the company. Total Investment Management Inc. increased its stake in shares of Schwab US Large-Cap ETF by 200.6% in the 4th quarter. Total Investment Management Inc. now owns 13,510 shares of the company’s stock valued at $313,000 after buying an additional 9,016 shares during the period. Brass Tax Wealth Management Inc. acquired a new stake in shares of Schwab US Large-Cap ETF during the third quarter worth $3,040,000. Keystone Wealth Services LLC grew its stake in shares of Schwab US Large-Cap ETF by 200.4% during the fourth quarter. Keystone Wealth Services LLC now owns 34,854 shares of the company’s stock worth $808,000 after purchasing an additional 23,252 shares during the period. B. Riley Wealth Advisors Inc. grew its stake in shares of Schwab US Large-Cap ETF by 4.8% during the third quarter. B. Riley Wealth Advisors Inc. now owns 110,984 shares of the company’s stock worth $7,469,000 after purchasing an additional 5,035 shares during the period. Finally, Pure Portfolios Holdings LLC lifted its holdings in Schwab US Large-Cap ETF by 201.1% during the fourth quarter. Pure Portfolios Holdings LLC now owns 1,408,552 shares of the company’s stock worth $32,650,000 after acquiring an additional 940,747 shares in the last quarter.

Schwab US Large-Cap ETF Trading Up 0.5 %

SCHX stock opened at $22.74 on Monday. The business’s 50-day moving average price is $23.63 and its two-hundred day moving average price is $23.19. The firm has a market cap of $50.94 billion, a PE ratio of 26.64 and a beta of 1.02. Schwab US Large-Cap ETF has a 1-year low of $19.50 and a 1-year 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.