ProVise Management Group LLC Has $395,000 Position in Schwab US Large-Cap ETF (NYSEARCA:SCHX)

ProVise Management Group LLC raised its holdings in Schwab US Large-Cap ETF (NYSEARCA:SCHX) by 200.0% in the fourth quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The fund owned 17,047 shares of the company’s stock after acquiring an additional 11,364 shares during the quarter. ProVise Management Group LLC’s holdings in Schwab US Large-Cap ETF were worth $395,000 at the end of the most recent quarter.

Other institutional investors have also recently added to or reduced their stakes in the company. US Bancorp DE increased its position in Schwab US Large-Cap ETF by 902.4% during the fourth quarter. US Bancorp DE now owns 206,419,096 shares of the company’s stock worth $4,784,795,000 after acquiring an additional 185,825,669 shares during the period. HBK Sorce Advisory LLC increased its holdings in Schwab US Large-Cap ETF by 202.2% in the 4th quarter. HBK Sorce Advisory LLC now owns 32,139,846 shares of the company’s stock valued at $745,002,000 after buying an additional 21,503,265 shares during the period. Sage Financial Group Inc. increased its holdings in Schwab US Large-Cap ETF by 197.7% in the 4th quarter. Sage Financial Group Inc. now owns 24,865,286 shares of the company’s stock valued at $576,377,000 after buying an additional 16,511,474 shares during the period. Diversified Enterprises LLC increased its holdings in Schwab US Large-Cap ETF by 275.0% in the 4th quarter. Diversified Enterprises LLC now owns 14,875,742 shares of the company’s stock valued at $344,820,000 after buying an additional 10,909,001 shares during the period. Finally, Campbell Wealth Management increased its holdings in Schwab US Large-Cap ETF by 208.8% in the 4th quarter. Campbell Wealth Management now owns 15,779,897 shares of the company’s stock valued at $365,778,000 after buying an additional 10,670,574 shares during the period.

Schwab US Large-Cap ETF Price Performance

Shares of Schwab US Large-Cap ETF stock opened at $22.41 on Thursday. The firm has a market capitalization of $50.42 billion, a PE ratio of 24.44 and a beta of 1.03. The company’s fifty day moving average price is $23.44 and its two-hundred day moving average price is $23.19. Schwab US Large-Cap ETF has a 52-week low of $19.50 and a 52-week 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.