Schwab US Large-Cap ETF (NYSEARCA:SCHX) Shares Bought by Naples Global Advisors LLC

Naples Global Advisors LLC grew its position in Schwab US Large-Cap ETF (NYSEARCA:SCHX) by 184.9% during the 4th quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The institutional investor owned 160,437 shares of the company’s stock after acquiring an additional 104,118 shares during the period. Naples Global Advisors LLC’s holdings in Schwab US Large-Cap ETF were worth $3,719,000 at the end of the most recent quarter.

Other institutional investors and hedge funds have also made changes to their positions in the company. Evolution Advisers Inc. boosted its holdings in Schwab US Large-Cap ETF by 191.0% in the 4th quarter. Evolution Advisers Inc. now owns 55,985 shares of the company’s stock valued at $1,297,000 after purchasing an additional 36,748 shares in the last quarter. Diversified Portfolios Inc. lifted its holdings in shares of Schwab US Large-Cap ETF by 200.1% in the 4th quarter. Diversified Portfolios Inc. now owns 9,323 shares of the company’s stock valued at $216,000 after buying an additional 6,216 shares during the period. Retirement Guys Formula LLC boosted its stake in shares of Schwab US Large-Cap ETF by 201.0% in the fourth quarter. Retirement Guys Formula LLC now owns 20,772 shares of the company’s stock valued at $482,000 after buying an additional 13,872 shares in the last quarter. Avion Wealth grew its holdings in Schwab US Large-Cap ETF by 200.1% during the fourth quarter. Avion Wealth now owns 2,728 shares of the company’s stock worth $63,000 after acquiring an additional 1,819 shares during the period. Finally, GEM Asset Management LLC grew its holdings in Schwab US Large-Cap ETF by 200.0% during the fourth quarter. GEM Asset Management LLC now owns 12,857 shares of the company’s stock worth $298,000 after acquiring an additional 8,572 shares during the period.

Schwab US Large-Cap ETF Stock Performance

Schwab US Large-Cap ETF stock opened at $23.93 on Thursday. The company has a market cap of $15.60 billion, a P/E ratio of 26.53 and a beta of 1.02. Schwab US Large-Cap ETF has a one year low of $19.39 and a one year high of $24.23. The business has a fifty day moving average of $23.70 and a two-hundred day moving average of $22.90.

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.