Cassaday & Co Wealth Management LLC Increases Stock Holdings in Schwab US Large-Cap ETF (NYSEARCA:SCHX)

Cassaday & Co Wealth Management LLC lifted its stake in Schwab US Large-Cap ETF (NYSEARCA:SCHX) by 508.0% in the fourth quarter, according to the company in its most recent 13F filing with the SEC. The firm owned 57,077 shares of the company’s stock after purchasing an additional 47,690 shares during the quarter. Cassaday & Co Wealth Management LLC’s holdings in Schwab US Large-Cap ETF were worth $1,323,000 at the end of the most recent reporting period.

Other institutional investors and hedge funds have also recently modified their holdings of the company. Sage Financial Group Inc. lifted its stake in shares of Schwab US Large-Cap ETF by 197.7% during the 4th quarter. Sage Financial Group Inc. now owns 24,865,286 shares of the company’s stock worth $576,377,000 after acquiring an additional 16,511,474 shares during the last quarter. Campbell Wealth Management lifted its stake in shares of Schwab US Large-Cap ETF by 208.8% during the 4th quarter. Campbell Wealth Management now owns 15,779,897 shares of the company’s stock worth $365,778,000 after acquiring an additional 10,670,574 shares during the last quarter. McAdam LLC lifted its stake in shares of Schwab US Large-Cap ETF by 210.5% during the 4th quarter. McAdam LLC now owns 10,339,604 shares of the company’s stock worth $239,672,000 after acquiring an additional 7,009,351 shares during the last quarter. US Bancorp DE lifted its stake 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 acquiring an additional 6,275,290 shares during the last quarter. Finally, JMG Financial Group Ltd. lifted its stake in shares of Schwab US Large-Cap ETF by 194.4% during the 4th quarter. JMG Financial Group Ltd. now owns 8,298,426 shares of the company’s stock worth $192,358,000 after acquiring an additional 5,480,099 shares during the last quarter.

Schwab US Large-Cap ETF Stock Performance

Shares of SCHX stock opened at $24.18 on Friday. Schwab US Large-Cap ETF has a 52-week low of $19.50 and a 52-week high of $24.31. The firm has a market capitalization of $15.76 billion, a P/E ratio of 26.53 and a beta of 1.02. The stock has a 50 day moving average price of $23.71 and a 200 day moving average price of $23.01.

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.