GuidedMoney LLC Takes $2.71 Million Position in Schwab US Large-Cap ETF $SCHX

GuidedMoney LLC purchased a new stake in shares of Schwab US Large-Cap ETF (NYSEARCA:SCHX) during the fourth quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The firm purchased 100,630 shares of the company’s stock, valued at approximately $2,708,000. Schwab US Large-Cap ETF makes up about 1.4% of GuidedMoney LLC’s investment portfolio, making the stock its 8th largest position.

Other hedge funds and other institutional investors have also added to or reduced their stakes in the company. GEN Financial Management INC. grew its stake in Schwab US Large-Cap ETF by 24.5% in the 4th quarter. GEN Financial Management INC. now owns 895,830 shares of the company’s stock valued at $24,107,000 after purchasing an additional 176,498 shares during the period. Clayton Financial Group LLC raised its stake in shares of Schwab US Large-Cap ETF by 154.6% during the 4th quarter. Clayton Financial Group LLC now owns 49,587 shares of the company’s stock worth $1,334,000 after purchasing an additional 30,112 shares during the period. Farther Finance Advisors LLC raised its stake in shares of Schwab US Large-Cap ETF by 37.4% during the 4th quarter. Farther Finance Advisors LLC now owns 3,972,127 shares of the company’s stock worth $106,890,000 after purchasing an additional 1,081,148 shares during the period. Empirical Financial Services LLC d.b.a. Empirical Wealth Management boosted its holdings in shares of Schwab US Large-Cap ETF by 5.1% in the 4th quarter. Empirical Financial Services LLC d.b.a. Empirical Wealth Management now owns 1,130,533 shares of the company’s stock worth $30,423,000 after buying an additional 55,088 shares during the last quarter. Finally, Fortis Capital Management LLC boosted its holdings in shares of Schwab US Large-Cap ETF by 5.1% in the 3rd quarter. Fortis Capital Management LLC now owns 1,264,795 shares of the company’s stock worth $33,315,000 after buying an additional 61,505 shares during the last quarter.

Schwab US Large-Cap ETF Stock Performance

SCHX opened at $29.49 on Friday. The firm has a market cap of $71.11 billion, a P/E ratio of 25.66 and a beta of 1.01. The firm has a 50-day moving average of $28.72 and a 200 day moving average of $27.49. Schwab US Large-Cap ETF has a fifty-two week low of $23.50 and a fifty-two week high of $29.95.

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.