Lutz Financial Services LLC Increases Holdings in Schwab US Large-Cap ETF $SCHX

Lutz Financial Services LLC raised its stake in shares of Schwab US Large-Cap ETF (NYSEARCA:SCHX) by 25.7% in the second quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The fund owned 737,537 shares of the company’s stock after buying an additional 150,874 shares during the quarter. Schwab US Large-Cap ETF comprises about 1.4% of Lutz Financial Services LLC’s investment portfolio, making the stock its 20th biggest holding. Lutz Financial Services LLC’s holdings in Schwab US Large-Cap ETF were worth $18,025,000 as of its most recent filing with the Securities and Exchange Commission.

A number of other large investors have also added to or reduced their stakes in the stock. Crews Bank & Trust purchased a new position in shares of Schwab US Large-Cap ETF in the second quarter worth $26,000. S.A. Mason LLC purchased a new position in shares of Schwab US Large-Cap ETF in the second quarter worth $29,000. Orion Capital Management LLC purchased a new position in shares of Schwab US Large-Cap ETF in the first quarter worth $27,000. Bridge Generations Wealth Management LLC raised its stake in shares of Schwab US Large-Cap ETF by 238.7% in the first quarter. Bridge Generations Wealth Management LLC now owns 1,592 shares of the company’s stock worth $35,000 after purchasing an additional 1,122 shares during the last quarter. Finally, Quest 10 Wealth Builders Inc. raised its stake in shares of Schwab US Large-Cap ETF by 864.5% in the first quarter. Quest 10 Wealth Builders Inc. now owns 1,630 shares of the company’s stock worth $36,000 after purchasing an additional 1,461 shares during the last quarter.

Schwab US Large-Cap ETF Price Performance

SCHX stock opened at $26.29 on Friday. Schwab US Large-Cap ETF has a 1-year low of $19.00 and a 1-year high of $26.68. The business has a fifty day moving average price of $25.94 and a 200-day moving average price of $24.18. The stock has a market capitalization of $60.93 billion, a P/E ratio of 25.66 and a beta of 1.01.

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.