22,302 Shares in Schwab US Large-Cap ETF (NYSEARCA:SCHX) Acquired by Compass Planning Associates Inc

Compass Planning Associates Inc purchased a new stake in Schwab US Large-Cap ETF (NYSEARCA:SCHX) during the 4th quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The institutional investor purchased 22,302 shares of the company’s stock, valued at approximately $517,000. Schwab US Large-Cap ETF makes up approximately 0.5% of Compass Planning Associates Inc’s holdings, making the stock its 23rd largest position.

A number of other institutional investors and hedge funds also recently modified their holdings of SCHX. Sage Financial Group Inc. lifted its holdings in shares of Schwab US Large-Cap ETF by 197.7% during 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. Campbell Wealth Management lifted its stake in Schwab US Large-Cap ETF by 208.8% during the fourth 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 in the last quarter. McAdam LLC boosted its holdings in shares of Schwab US Large-Cap ETF by 210.5% in the fourth quarter. McAdam LLC now owns 10,339,604 shares of the company’s stock worth $239,672,000 after buying an additional 7,009,351 shares during the period. US Bancorp DE increased its position in shares of Schwab US Large-Cap ETF by 43.8% in the third quarter. US Bancorp DE now owns 20,593,427 shares of the company’s stock worth $1,397,264,000 after acquiring an additional 6,275,290 shares in the last quarter. Finally, JMG Financial Group Ltd. raised its holdings in shares of Schwab US Large-Cap ETF by 194.4% during the fourth quarter. JMG Financial Group Ltd. now owns 8,298,426 shares of the company’s stock valued at $192,358,000 after acquiring an additional 5,480,099 shares during the period.

Schwab US Large-Cap ETF Stock Performance

Shares of NYSEARCA:SCHX opened at $24.18 on Friday. The firm has a 50 day simple moving average of $23.72 and a 200 day simple moving average of $23.02. Schwab US Large-Cap ETF has a 52 week low of $19.50 and a 52 week high of $24.31. The company has a market cap of $15.76 billion, a PE ratio of 26.53 and a beta of 1.02.

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.