Element Wealth LLC grew its holdings in Schwab US Large-Cap ETF (NYSEARCA:SCHX – Free Report) by 197.3% in the 4th quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The firm owned 354,461 shares of the company’s stock after buying an additional 235,227 shares during the quarter. Schwab US Large-Cap ETF comprises 4.3% of Element Wealth LLC’s investment portfolio, making the stock its 5th biggest holding. Element Wealth LLC’s holdings in Schwab US Large-Cap ETF were worth $8,216,000 as of its most recent SEC filing.
Several other hedge funds have also modified their holdings of the business. Sage Financial Group Inc. raised its holdings in Schwab US Large-Cap ETF by 197.7% during the fourth quarter. Sage Financial Group Inc. now owns 24,865,286 shares of the company’s stock worth $576,377,000 after purchasing an additional 16,511,474 shares during the last quarter. Campbell Wealth Management raised its holdings in Schwab US Large-Cap ETF by 208.8% during the fourth quarter. Campbell Wealth Management now owns 15,779,897 shares of the company’s stock worth $365,778,000 after purchasing an additional 10,670,574 shares during the last quarter. McAdam LLC raised its holdings in Schwab US Large-Cap ETF by 210.5% during the fourth quarter. McAdam LLC now owns 10,339,604 shares of the company’s stock worth $239,672,000 after purchasing an additional 7,009,351 shares during the last quarter. US Bancorp DE raised its holdings in Schwab US Large-Cap ETF by 43.8% during the third quarter. US Bancorp DE now owns 20,593,427 shares of the company’s stock worth $1,397,264,000 after purchasing an additional 6,275,290 shares during the last quarter. Finally, JMG Financial Group Ltd. raised its holdings in Schwab US Large-Cap ETF by 194.4% during the fourth quarter. JMG Financial Group Ltd. now owns 8,298,426 shares of the company’s stock worth $192,358,000 after purchasing an additional 5,480,099 shares during the last quarter.
Schwab US Large-Cap ETF Stock Performance
Shares of SCHX stock opened at $23.75 on Friday. The stock has a fifty day moving average price of $23.72 and a 200 day moving average price of $23.02. The stock has a market cap of $15.48 billion, a PE ratio of 26.53 and a beta of 1.02. 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 Company 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.
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