RTD Financial Advisors Inc. boosted its holdings in shares of Schwab US Large-Cap ETF (NYSEARCA:SCHX – Free Report) by 211.9% in the fourth quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The firm owned 414,961 shares of the company’s stock after purchasing an additional 281,920 shares during the period. Schwab US Large-Cap ETF comprises 1.2% of RTD Financial Advisors Inc.’s portfolio, making the stock its 26th biggest holding. RTD Financial Advisors Inc.’s holdings in Schwab US Large-Cap ETF were worth $9,619,000 as of its most recent SEC filing.
Other hedge funds and other institutional investors have also recently added to or reduced their stakes in the company. US Bancorp DE lifted its position in shares of Schwab US Large-Cap ETF by 43.8% during the 3rd quarter. US Bancorp DE now owns 20,593,427 shares of the company’s stock worth $1,397,264,000 after buying an additional 6,275,290 shares during the period. Cerity Partners LLC raised its stake in Schwab US Large-Cap ETF by 10.1% during the third quarter. Cerity Partners LLC now owns 6,217,901 shares of the company’s stock worth $421,885,000 after acquiring an additional 567,858 shares in the last quarter. BlueSky Wealth Advisors LLC raised its stake in Schwab US Large-Cap ETF by 203.2% during the fourth quarter. BlueSky Wealth Advisors LLC now owns 5,990,685 shares of the company’s stock worth $138,864,000 after acquiring an additional 4,014,627 shares in the last quarter. Wealth Enhancement Advisory Services LLC boosted its stake in shares of Schwab US Large-Cap ETF by 6.2% in the 4th quarter. Wealth Enhancement Advisory Services LLC now owns 5,976,786 shares of the company’s stock valued at $138,542,000 after purchasing an additional 348,959 shares in the last quarter. Finally, Northwestern Mutual Wealth Management Co. boosted its stake in shares of Schwab US Large-Cap ETF by 13.7% in the 2nd quarter. Northwestern Mutual Wealth Management Co. now owns 5,898,131 shares of the company’s stock valued at $379,043,000 after purchasing an additional 709,943 shares in the last quarter.
Schwab US Large-Cap ETF Stock Performance
SCHX opened at $24.13 on Friday. Schwab US Large-Cap ETF has a twelve month low of $19.08 and a twelve month high of $24.23. The firm has a market cap of $15.73 billion, a price-to-earnings ratio of 26.53 and a beta of 1.02. The firm’s 50-day simple moving average is $23.64 and its 200-day simple moving average is $22.71.
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.
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