Trellis Wealth Advisors LLC Grows Stock Position in Schwab US Large-Cap ETF (NYSEARCA:SCHX)

Trellis Wealth Advisors LLC increased its holdings in Schwab US Large-Cap ETF (NYSEARCA:SCHX) by 200.0% during the 4th quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The fund owned 34,128 shares of the company’s stock after purchasing an additional 22,752 shares during the quarter. Schwab US Large-Cap ETF makes up approximately 0.4% of Trellis Wealth Advisors LLC’s holdings, making the stock its 19th largest holding. Trellis Wealth Advisors LLC’s holdings in Schwab US Large-Cap ETF were worth $791,000 at the end of the most recent quarter.

Several other large investors also recently modified their holdings of the business. LifeSteps Financial Inc. grew its stake in shares of Schwab US Large-Cap ETF by 192.0% in the fourth quarter. LifeSteps Financial Inc. now owns 9,918 shares of the company’s stock worth $230,000 after purchasing an additional 6,522 shares during the last quarter. Lloyd Advisory Services LLC. bought a new stake in shares of Schwab US Large-Cap ETF in the fourth quarter worth about $1,544,000. Broadview Financial Management LLC raised its holdings in Schwab US Large-Cap ETF by 189.5% in the fourth quarter. Broadview Financial Management LLC now owns 132,695 shares of the company’s stock worth $3,076,000 after purchasing an additional 86,860 shares in the last quarter. Outfitter Financial LLC raised its holdings in Schwab US Large-Cap ETF by 198.7% in the fourth quarter. Outfitter Financial LLC now owns 83,520 shares of the company’s stock worth $1,936,000 after purchasing an additional 55,555 shares in the last quarter. Finally, Transcend Capital Advisors LLC raised its holdings in Schwab US Large-Cap ETF by 189.7% in the fourth quarter. Transcend Capital Advisors LLC now owns 51,804 shares of the company’s stock worth $1,201,000 after purchasing an additional 33,921 shares in the last quarter.

Schwab US Large-Cap ETF Trading Down 1.8 %

SCHX opened at $23.75 on Friday. The stock has a fifty day simple moving average of $23.72 and a two-hundred day simple moving average of $23.02. The company has a market cap of $15.48 billion, a price-to-earnings ratio of 26.53 and a beta of 1.02. Schwab US Large-Cap ETF has a 12-month low of $19.50 and a 12-month high of $24.31.

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.