Schwab US Large-Cap ETF $SCHX is Pinkerton Wealth LLC’s 7th Largest Position

Pinkerton Wealth LLC lifted its holdings in shares of Schwab US Large-Cap ETF (NYSEARCA:SCHX) by 1.5% in the fourth quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The firm owned 1,462,473 shares of the company’s stock after purchasing an additional 21,382 shares during the quarter. Schwab US Large-Cap ETF comprises approximately 4.0% of Pinkerton Wealth LLC’s investment portfolio, making the stock its 7th biggest position. Pinkerton Wealth LLC owned 0.06% of Schwab US Large-Cap ETF worth $39,355,000 as of its most recent SEC filing.

A number of other hedge funds have also modified their holdings of SCHX. Fortis Capital Advisors LLC boosted its holdings in Schwab US Large-Cap ETF by 4.0% during the 3rd quarter. Fortis Capital Advisors LLC now owns 1,370,889 shares of the company’s stock valued at $36,109,000 after acquiring an additional 53,242 shares during the period. GEN Financial Management INC. boosted its holdings in Schwab US Large-Cap ETF by 24.5% during the 4th quarter. GEN Financial Management INC. now owns 895,830 shares of the company’s stock valued at $24,107,000 after acquiring an additional 176,498 shares during the period. Clayton Financial Group LLC boosted its holdings in Schwab US Large-Cap ETF by 154.6% during the 4th quarter. Clayton Financial Group LLC now owns 49,587 shares of the company’s stock valued at $1,334,000 after acquiring an additional 30,112 shares during the period. Farther Finance Advisors LLC boosted its holdings in Schwab US Large-Cap ETF by 37.4% during the 4th quarter. Farther Finance Advisors LLC now owns 3,972,127 shares of the company’s stock valued at $106,890,000 after acquiring an additional 1,081,148 shares during the period. Finally, Empirical Financial Services LLC d.b.a. Empirical Wealth Management boosted its holdings in Schwab US Large-Cap ETF by 5.1% during the 4th quarter. Empirical Financial Services LLC d.b.a. Empirical Wealth Management now owns 1,130,533 shares of the company’s stock valued at $30,423,000 after acquiring an additional 55,088 shares during the period.

Schwab US Large-Cap ETF Price Performance

Shares of Schwab US Large-Cap ETF stock opened at $29.15 on Thursday. The business has a 50-day moving average of $27.25 and a 200 day moving average of $27.07. Schwab US Large-Cap ETF has a 12 month low of $21.81 and a 12 month high of $29.46. The stock has a market capitalization of $70.29 billion, a price-to-earnings ratio of 25.66 and a beta of 1.01.

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. The Index is a float-adjusted market capitalization weighted index. The types of derivatives used by the Fund are options, futures, options on futures and swaps.