Schwab US Large-Cap ETF (NYSEARCA:SCHX) Shares Bought by Walkner Condon Financial Advisors LLC

Walkner Condon Financial Advisors LLC boosted its position in Schwab US Large-Cap ETF (NYSEARCA:SCHX) by 190.8% in the fourth quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The firm owned 309,258 shares of the company’s stock after purchasing an additional 202,912 shares during the period. Schwab US Large-Cap ETF makes up about 1.5% of Walkner Condon Financial Advisors LLC’s portfolio, making the stock its 15th largest holding. Walkner Condon Financial Advisors LLC’s holdings in Schwab US Large-Cap ETF were worth $7,170,000 at the end of the most recent reporting period.

Several other institutional investors have also modified their holdings of SCHX. Brass Tax Wealth Management Inc. purchased a new position in shares of Schwab US Large-Cap ETF in the third quarter worth approximately $3,040,000. B. Riley Wealth Advisors Inc. lifted its holdings in shares of Schwab US Large-Cap ETF by 4.8% during the 3rd quarter. B. Riley Wealth Advisors Inc. now owns 110,984 shares of the company’s stock valued at $7,469,000 after buying an additional 5,035 shares during the last quarter. Howard Capital Management Group LLC bought a new stake in Schwab US Large-Cap ETF in the third quarter worth approximately $209,000. Anchor Investment Management LLC boosted its holdings in Schwab US Large-Cap ETF by 8.1% in the third quarter. Anchor Investment Management LLC now owns 375,706 shares of the company’s stock worth $25,492,000 after purchasing an additional 28,277 shares in the last quarter. Finally, World Investment Advisors LLC increased its holdings in shares of Schwab US Large-Cap ETF by 12.5% during the 3rd quarter. World Investment Advisors LLC now owns 50,196 shares of the company’s stock valued at $3,406,000 after acquiring an additional 5,575 shares during the last quarter.

Schwab US Large-Cap ETF Price Performance

Schwab US Large-Cap ETF stock opened at $24.19 on Friday. The firm has a fifty day moving average price of $23.69 and a two-hundred day moving average price of $22.91. Schwab US Large-Cap ETF has a fifty-two week low of $19.50 and a fifty-two week high of $24.23. The firm has a market cap of $15.77 billion, a price-to-earnings ratio of 26.53 and a beta of 1.02.

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.