Heartwood Wealth Advisors LLC Raises Position in Schwab US Large-Cap ETF (NYSEARCA:SCHX)

Heartwood Wealth Advisors LLC boosted its position in Schwab US Large-Cap ETF (NYSEARCA:SCHX) by 200.0% during the 4th quarter, Holdings Channel.com reports. The firm owned 19,710 shares of the company’s stock after purchasing an additional 13,140 shares during the period. Heartwood Wealth Advisors LLC’s holdings in Schwab US Large-Cap ETF were worth $457,000 as of its most recent filing with the Securities and Exchange Commission.

Several other institutional investors and hedge funds have also bought and sold shares of SCHX. Wealth Enhancement Advisory Services LLC increased its stake in shares of Schwab US Large-Cap ETF by 6.2% in the fourth quarter. Wealth Enhancement Advisory Services LLC now owns 5,976,786 shares of the company’s stock worth $138,542,000 after purchasing an additional 348,959 shares in the last quarter. ORG Partners LLC grew its stake in Schwab US Large-Cap ETF by 301.6% in the 4th quarter. ORG Partners LLC now owns 47,232 shares of the company’s stock valued at $1,095,000 after buying an additional 35,472 shares in the last quarter. Fortitude Family Office LLC raised its holdings in Schwab US Large-Cap ETF by 200.0% during the 4th quarter. Fortitude Family Office LLC now owns 2,730 shares of the company’s stock valued at $63,000 after acquiring an additional 1,820 shares during the period. Wealth Group Ltd lifted its position in shares of Schwab US Large-Cap ETF by 198.1% during the fourth quarter. Wealth Group Ltd now owns 117,263 shares of the company’s stock worth $2,718,000 after acquiring an additional 77,928 shares in the last quarter. Finally, Legacy Private Trust Co. boosted its holdings in shares of Schwab US Large-Cap ETF by 203.0% in the fourth quarter. Legacy Private Trust Co. now owns 313,763 shares of the company’s stock worth $7,273,000 after acquiring an additional 210,196 shares during the period.

Schwab US Large-Cap ETF Stock Performance

NYSEARCA SCHX traded down $0.31 during trading hours on Friday, hitting $23.05. The company had a trading volume of 8,878,585 shares, compared to its average volume of 8,843,023. The firm has a market capitalization of $15.03 billion, a price-to-earnings ratio of 26.53 and a beta of 1.02. Schwab US Large-Cap ETF has a 52 week low of $18.56 and a 52 week high of $24.19. The firm has a 50 day simple moving average of $23.57 and a 200 day simple moving average of $22.56.

About Schwab US Large-Cap ETF

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.