JFG Wealth Management LLC Increases Stock Position in Schwab US Large-Cap ETF (NYSEARCA:SCHX)

JFG Wealth Management LLC boosted its holdings in Schwab US Large-Cap ETF (NYSEARCA:SCHX) by 1,625.3% in the fourth quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The institutional investor owned 78,657 shares of the company’s stock after buying an additional 74,098 shares during the period. Schwab US Large-Cap ETF makes up 0.4% of JFG Wealth Management LLC’s investment portfolio, making the stock its 25th biggest holding. JFG Wealth Management LLC’s holdings in Schwab US Large-Cap ETF were worth $1,823,000 as of its most recent SEC filing.

Other hedge funds and other institutional investors have also bought and sold shares of the company. Cornerstone Planning Group LLC grew its position in shares of Schwab US Large-Cap ETF by 200.8% in the third quarter. Cornerstone Planning Group LLC now owns 791 shares of the company’s stock valued at $54,000 after purchasing an additional 528 shares in the last quarter. McClarren Financial Advisors Inc. bought a new position in Schwab US Large-Cap ETF in the 4th quarter worth about $25,000. Reston Wealth Management LLC purchased a new position in Schwab US Large-Cap ETF during the 3rd quarter valued at about $85,000. Versant Capital Management Inc grew its holdings in Schwab US Large-Cap ETF by 201.0% during the 4th quarter. Versant Capital Management Inc now owns 1,261 shares of the company’s stock valued at $29,000 after buying an additional 842 shares in the last quarter. Finally, Princeton Global Asset Management LLC increased its position in shares of Schwab US Large-Cap ETF by 200.7% during the fourth quarter. Princeton Global Asset Management LLC now owns 1,299 shares of the company’s stock valued at $30,000 after buying an additional 867 shares during the period.

Schwab US Large-Cap ETF Trading Down 0.5 %

Shares of Schwab US Large-Cap ETF stock opened at $23.50 on Wednesday. The company’s 50-day moving average price is $23.70 and its 200-day moving average price is $23.11. The company has a market cap of $52.64 billion, a price-to-earnings ratio of 26.64 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 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.