Breakwater Investment Management raised its holdings in shares of Schwab US Large-Cap ETF (NYSEARCA:SCHX – Free Report) by 216.8% during the 4th quarter, HoldingsChannel reports. The fund owned 79,062 shares of the company’s stock after acquiring an additional 54,105 shares during the quarter. Schwab US Large-Cap ETF comprises approximately 0.8% of Breakwater Investment Management’s portfolio, making the stock its 29th biggest holding. Breakwater Investment Management’s holdings in Schwab US Large-Cap ETF were worth $1,833,000 as of its most recent filing with the Securities and Exchange Commission (SEC).
A number of other hedge funds have also recently modified their holdings of the business. Concourse Financial Group Securities Inc. lifted its position in Schwab US Large-Cap ETF by 224.3% during the third quarter. Concourse Financial Group Securities Inc. now owns 373 shares of the company’s stock valued at $25,000 after purchasing an additional 258 shares in the last quarter. City State Bank bought a new position in shares of Schwab US Large-Cap ETF in the third quarter worth about $42,000. Marquette Asset Management LLC bought a new position in shares of Schwab US Large-Cap ETF in the third quarter worth about $43,000. Strategic Investment Solutions Inc. IL purchased a new position in shares of Schwab US Large-Cap ETF during the 2nd quarter valued at about $45,000. Finally, Cornerstone Planning Group LLC increased its holdings in Schwab US Large-Cap ETF by 200.8% in the 3rd quarter. Cornerstone Planning Group LLC now owns 791 shares of the company’s stock worth $54,000 after acquiring an additional 528 shares in the last quarter.
Schwab US Large-Cap ETF Trading Up 1.0 %
NYSEARCA SCHX opened at $23.71 on Tuesday. Schwab US Large-Cap ETF has a 12 month low of $18.66 and a 12 month high of $24.19. The stock has a market cap of $15.46 billion, a price-to-earnings ratio of 26.53 and a beta of 1.02. The company’s 50 day moving average is $23.60 and its two-hundred day moving average is $22.65.
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.
Featured Articles
- Five stocks we like better than Schwab US Large-Cap ETF
- What is a Secondary Public Offering? What Investors Need to Know
- 3 Stocks to Gain From Donald Trump’s External Revenue Service
- Should You Add These Warren Buffett Stocks to Your Portfolio?
- AMD: Loop Capital’s Buy Rating Reinforces Investor Confidence
- What is a SEC Filing?
- Momentum Is Building for Qualcomm to Have a Strong Run in 2025
Want to see what other hedge funds are holding SCHX? Visit HoldingsChannel.com to get the latest 13F filings and insider trades for Schwab US Large-Cap ETF (NYSEARCA:SCHX – Free Report).
Receive News & Ratings for Schwab US Large-Cap ETF Daily - Enter your email address below to receive a concise daily summary of the latest news and analysts' ratings for Schwab US Large-Cap ETF and related companies with MarketBeat.com's FREE daily email newsletter.