Marshall Financial Group Inc. ADV Acquires 830,387 Shares of Schwab US Large-Cap ETF (NYSEARCA:SCHX)

Marshall Financial Group Inc. ADV lifted its holdings in shares of Schwab US Large-Cap ETF (NYSEARCA:SCHX) by 191.5% in the 4th quarter, according to its most recent filing with the Securities and Exchange Commission. The firm owned 1,263,978 shares of the company’s stock after acquiring an additional 830,387 shares during the quarter. Schwab US Large-Cap ETF makes up about 9.0% of Marshall Financial Group Inc. ADV’s portfolio, making the stock its 2nd biggest holding. Marshall Financial Group Inc. ADV owned 0.19% of Schwab US Large-Cap ETF worth $29,299,000 at the end of the most recent quarter.

A number of other institutional investors have also made changes to their positions in SCHX. Sage Financial Group Inc. grew its position in shares of Schwab US Large-Cap ETF by 197.7% in the fourth quarter. Sage Financial Group Inc. now owns 24,865,286 shares of the company’s stock valued at $576,377,000 after purchasing an additional 16,511,474 shares during the last quarter. US Bancorp DE boosted its stake in Schwab US Large-Cap ETF by 43.8% in the 3rd quarter. US Bancorp DE now owns 20,593,427 shares of the company’s stock valued at $1,397,264,000 after purchasing an additional 6,275,290 shares during the period. McAdam LLC grew its holdings in Schwab US Large-Cap ETF by 210.5% in the 4th quarter. McAdam LLC now owns 10,339,604 shares of the company’s stock valued at $239,672,000 after buying an additional 7,009,351 shares in the last quarter. Cerity Partners LLC increased its position in Schwab US Large-Cap ETF by 10.1% during the 3rd quarter. Cerity Partners LLC now owns 6,217,901 shares of the company’s stock worth $421,885,000 after buying an additional 567,858 shares during the period. Finally, BlueSky Wealth Advisors LLC lifted its holdings in shares of 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 buying an additional 4,014,627 shares in the last quarter.

Schwab US Large-Cap ETF Stock Performance

SCHX stock opened at $23.53 on Monday. Schwab US Large-Cap ETF has a 52 week low of $19.08 and a 52 week high of $24.23. The company has a market capitalization of $15.34 billion, a PE ratio of 26.53 and a beta of 1.02. The company’s 50-day simple moving average is $23.69 and its 200 day simple moving average is $22.79.

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.