Balboa Wealth Partners Takes $274,000 Position in Schwab US Large-Cap ETF $SCHX

Balboa Wealth Partners acquired a new position in Schwab US Large-Cap ETF (NYSEARCA:SCHX) in the second quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund acquired 11,218 shares of the company’s stock, valued at approximately $274,000.

Other large investors have also modified their holdings of the company. Crews Bank & Trust bought a new stake in Schwab US Large-Cap ETF during the second quarter valued at about $26,000. Orion Capital Management LLC acquired a new position in shares of Schwab US Large-Cap ETF during the 1st quarter worth about $27,000. S.A. Mason LLC bought a new position in Schwab US Large-Cap ETF in the 2nd quarter worth approximately $29,000. Bridge Generations Wealth Management LLC lifted its holdings in shares of Schwab US Large-Cap ETF by 238.7% during the first quarter. Bridge Generations Wealth Management LLC now owns 1,592 shares of the company’s stock worth $35,000 after buying an additional 1,122 shares during the last quarter. Finally, MorganRosel Wealth Management LLC bought a new stake in shares of Schwab US Large-Cap ETF in the first quarter valued at approximately $36,000.

Schwab US Large-Cap ETF Trading Up 0.0%

Shares of Schwab US Large-Cap ETF stock opened at $26.58 on Wednesday. Schwab US Large-Cap ETF has a 1 year low of $19.00 and a 1 year high of $26.68. The company’s fifty day simple moving average is $25.99 and its 200-day simple moving average is $24.28. The company has a market cap of $61.65 billion, a price-to-earnings ratio of 25.66 and a beta of 1.01.

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.