Grimes & Company Inc. Grows Holdings in Schwab US Large-Cap ETF (NYSEARCA:SCHX)

Grimes & Company Inc. boosted its holdings in Schwab US Large-Cap ETF (NYSEARCA:SCHX) by 225.6% in the 4th quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund owned 533,648 shares of the company’s stock after purchasing an additional 369,730 shares during the quarter. Grimes & Company Inc.’s holdings in Schwab US Large-Cap ETF were worth $12,370,000 at the end of the most recent quarter.

Several other institutional investors and hedge funds have also recently bought and sold shares of SCHX. Brass Tax Wealth Management Inc. acquired a new position in Schwab US Large-Cap ETF in the 3rd quarter valued at $3,040,000. B. Riley Wealth Advisors Inc. increased its stake in Schwab US Large-Cap ETF by 4.8% in the 3rd quarter. B. Riley Wealth Advisors Inc. now owns 110,984 shares of the company’s stock valued at $7,469,000 after buying an additional 5,035 shares during the period. Howard Capital Management Group LLC acquired a new position in Schwab US Large-Cap ETF in the 3rd quarter valued at $209,000. Anchor Investment Management LLC increased its stake in Schwab US Large-Cap ETF by 8.1% in 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 during the period. 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 valued at $3,406,000 after buying an additional 5,575 shares during the period.

Schwab US Large-Cap ETF Stock Performance

Shares of SCHX opened at $24.13 on Friday. The stock has a market capitalization of $15.73 billion, a P/E ratio of 26.53 and a beta of 1.02. The company’s fifty day moving average is $23.64 and its two-hundred day moving average is $22.71. Schwab US Large-Cap ETF has a 1 year low of $19.08 and a 1 year high of $24.23.

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.