Schwab US Large-Cap ETF $SCHX Stock Holdings Lifted by Payne Capital LLC

Payne Capital LLC grew its holdings in Schwab US Large-Cap ETF (NYSEARCA:SCHX) by 26.5% in the 4th quarter, according to the company in its most recent 13F filing with the SEC. The institutional investor owned 139,632 shares of the company’s stock after purchasing an additional 29,283 shares during the quarter. Schwab US Large-Cap ETF makes up 3.8% of Payne Capital LLC’s portfolio, making the stock its 7th biggest position. Payne Capital LLC’s holdings in Schwab US Large-Cap ETF were worth $3,757,000 as of its most recent SEC filing.

Other hedge funds have also recently modified their holdings of the company. Ascent Group LLC increased its holdings in Schwab US Large-Cap ETF by 1.9% during the fourth quarter. Ascent Group LLC now owns 26,499 shares of the company’s stock valued at $713,000 after buying an additional 505 shares during the period. Accel Wealth Management lifted its holdings in Schwab US Large-Cap ETF by 22.9% during the fourth quarter. Accel Wealth Management now owns 11,243 shares of the company’s stock worth $303,000 after buying an additional 2,097 shares during the period. Savvy Advisors Inc. lifted its holdings in Schwab US Large-Cap ETF by 4.9% during the fourth quarter. Savvy Advisors Inc. now owns 518,836 shares of the company’s stock worth $13,962,000 after buying an additional 24,328 shares during the period. Stratos Wealth Partners LTD. boosted its position in Schwab US Large-Cap ETF by 4.7% during the 4th quarter. Stratos Wealth Partners LTD. now owns 192,708 shares of the company’s stock valued at $5,186,000 after acquiring an additional 8,574 shares in the last quarter. Finally, Red Door Wealth Management LLC boosted its position in Schwab US Large-Cap ETF by 3.6% during the 4th quarter. Red Door Wealth Management LLC now owns 1,985,532 shares of the company’s stock valued at $53,431,000 after acquiring an additional 69,317 shares in the last quarter.

Schwab US Large-Cap ETF Stock Performance

Shares of NYSEARCA:SCHX opened at $25.86 on Friday. The company has a market capitalization of $61.95 billion, a PE ratio of 25.66 and a beta of 1.01. Schwab US Large-Cap ETF has a 12-month low of $19.00 and a 12-month high of $27.54. The business’s fifty day simple moving average is $26.64 and its 200-day simple moving average is $26.72.

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.