Schwab US Large-Cap ETF $SCHX Shares Acquired by Womack Financial LLC

Womack Financial LLC boosted its position in shares of Schwab US Large-Cap ETF (NYSEARCA:SCHX) by 19.3% during the third quarter, according to the company in its most recent Form 13F filing with the SEC. The institutional investor owned 101,838 shares of the company’s stock after purchasing an additional 16,493 shares during the quarter. Schwab US Large-Cap ETF makes up 2.0% of Womack Financial LLC’s portfolio, making the stock its 17th biggest holding. Womack Financial LLC’s holdings in Schwab US Large-Cap ETF were worth $3,055,000 at the end of the most recent quarter.

Several other institutional investors and hedge funds have also made changes to their positions in the business. Sei Investments Co. grew its stake in Schwab US Large-Cap ETF by 5.0% in the 1st quarter. Sei Investments Co. now owns 32,528,571 shares of the company’s stock valued at $834,033,000 after acquiring an additional 1,554,760 shares during the last quarter. Captrust Financial Advisors lifted its holdings in shares of Schwab US Large-Cap ETF by 5.6% in the fourth quarter. Captrust Financial Advisors now owns 19,522,489 shares of the company’s stock valued at $525,350,000 after purchasing an additional 1,039,540 shares in the last quarter. Koss Olinger Consulting LLC lifted its holdings in shares of Schwab US Large-Cap ETF by 4.9% in the first quarter. Koss Olinger Consulting LLC now owns 10,490,753 shares of the company’s stock valued at $268,983,000 after purchasing an additional 492,244 shares in the last quarter. Bank of America Corp DE lifted its holdings in shares of Schwab US Large-Cap ETF by 11.7% in the first quarter. Bank of America Corp DE now owns 10,076,451 shares of the company’s stock valued at $258,360,000 after purchasing an additional 1,054,612 shares in the last quarter. Finally, Farther Finance Advisors LLC grew its position in shares of Schwab US Large-Cap ETF by 25.6% in the third quarter. Farther Finance Advisors LLC now owns 7,460,996 shares of the company’s stock valued at $223,830,000 after purchasing an additional 1,521,618 shares during the last quarter.

Schwab US Large-Cap ETF Price Performance

SCHX stock opened at $30.61 on Wednesday. The company’s 50 day simple moving average is $30.30 and its 200-day simple moving average is $29.23. Schwab US Large-Cap ETF has a 12 month low of $24.81 and a 12 month high of $30.79. The firm has a market capitalization of $75.28 billion, a PE ratio of 25.66 and a beta of 1.01.

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.