Trinity Legacy Partners LLC Has $13.73 Million Stake in Schwab US Large-Cap ETF (NYSEARCA:SCHX)

Trinity Legacy Partners LLC grew its holdings in shares of Schwab US Large-Cap ETF (NYSEARCA:SCHX) by 2.7% during the 4th quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 592,425 shares of the company’s stock after buying an additional 15,344 shares during the quarter. Schwab US Large-Cap ETF makes up 3.5% of Trinity Legacy Partners LLC’s portfolio, making the stock its 3rd largest position. Trinity Legacy Partners LLC owned about 0.09% of Schwab US Large-Cap ETF worth $13,732,000 as of its most recent SEC filing.

A number of other large investors have also recently added to or reduced their stakes in the company. Concourse Financial Group Securities Inc. increased its holdings in Schwab US Large-Cap ETF by 224.3% in the 3rd quarter. Concourse Financial Group Securities Inc. now owns 373 shares of the company’s stock valued at $25,000 after buying an additional 258 shares during the period. McClarren Financial Advisors Inc. bought a new position in Schwab US Large-Cap ETF during the 4th quarter worth $25,000. Versant Capital Management Inc boosted its holdings in Schwab US Large-Cap ETF by 201.0% in the fourth quarter. Versant Capital Management Inc now owns 1,261 shares of the company’s stock valued at $29,000 after acquiring an additional 842 shares during the last quarter. IFS Advisors LLC bought a new position in Schwab US Large-Cap ETF during the fourth quarter worth $30,000. Finally, Princeton Global Asset Management LLC grew its stake in Schwab US Large-Cap ETF by 200.7% during the fourth quarter. Princeton Global Asset Management LLC now owns 1,299 shares of the company’s stock worth $30,000 after purchasing an additional 867 shares during the period.

Schwab US Large-Cap ETF Trading Down 0.4 %

Shares of NYSEARCA SCHX opened at $24.18 on Friday. The firm has a market capitalization of $15.76 billion, a P/E ratio of 26.53 and a beta of 1.02. The firm’s 50-day moving average price is $23.71 and its 200-day moving average price is $23.01. 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.