Valley Forge Investment Consultants Inc. ADV raised its stake in Schwab US Large-Cap ETF (NYSEARCA:SCHX – Free Report) by 191.9% in the 4th quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 995,357 shares of the company’s stock after acquiring an additional 654,339 shares during the period. Schwab US Large-Cap ETF accounts for approximately 7.9% of Valley Forge Investment Consultants Inc. ADV’s portfolio, making the stock its 3rd largest position. Valley Forge Investment Consultants Inc. ADV owned approximately 0.15% of Schwab US Large-Cap ETF worth $23,072,000 at the end of the most recent reporting period.
Several other hedge funds also recently made changes to their positions in the company. McClarren Financial Advisors Inc. purchased a new stake in Schwab US Large-Cap ETF in the 4th quarter valued at $25,000. Versant Capital Management Inc increased its stake in Schwab US Large-Cap ETF by 201.0% in the fourth quarter. Versant Capital Management Inc now owns 1,261 shares of the company’s stock valued at $29,000 after purchasing an additional 842 shares during the period. IFS Advisors LLC purchased a new stake in shares of Schwab US Large-Cap ETF in the fourth quarter valued at about $30,000. Princeton Global Asset Management LLC boosted its stake 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 worth $30,000 after buying an additional 867 shares during the period. Finally, Delta Asset Management LLC TN grew its holdings in shares of Schwab US Large-Cap ETF by 200.0% during the fourth quarter. Delta Asset Management LLC TN now owns 1,350 shares of the company’s stock worth $31,000 after buying an additional 900 shares during the last quarter.
Schwab US Large-Cap ETF Stock Down 1.9 %
Shares of SCHX stock opened at $21.96 on Friday. The stock’s 50-day moving average price is $23.32 and its 200 day moving average price is $23.21. The stock has a market capitalization of $49.63 billion, a PE ratio of 24.34 and a beta of 1.03. Schwab US Large-Cap ETF has a 52-week low of $19.50 and a 52-week high of $24.31.
Schwab US Large-Cap ETF Cuts Dividend
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.
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