Values Added Financial LLC Increases Stock Holdings in Schwab US Large-Cap ETF (NYSEARCA:SCHX)

Values Added Financial LLC grew its holdings in shares of Schwab US Large-Cap ETF (NYSEARCA:SCHX) by 197.0% in the 4th quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The fund owned 129,802 shares of the company’s stock after purchasing an additional 86,103 shares during the quarter. Schwab US Large-Cap ETF makes up approximately 1.7% of Values Added Financial LLC’s holdings, making the stock its 17th biggest position. Values Added Financial LLC’s holdings in Schwab US Large-Cap ETF were worth $3,009,000 at the end of the most recent quarter.

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

Schwab US Large-Cap ETF Price Performance

Shares of SCHX opened at $24.19 on Friday. The business’s 50 day simple moving average is $23.69 and its 200-day simple moving average is $22.91. Schwab US Large-Cap ETF has a 1 year low of $19.50 and a 1 year high of $24.23. The stock has a market capitalization 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.