Schwab US Large-Cap ETF (NYSEARCA:SCHX) Shares Purchased by Lodestar Private Asset Management LLC

Lodestar Private Asset Management LLC boosted its stake in shares of Schwab US Large-Cap ETF (NYSEARCA:SCHX) by 194.3% during the 4th quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The fund owned 495,189 shares of the company’s stock after purchasing an additional 326,928 shares during the period. Schwab US Large-Cap ETF makes up about 1.4% of Lodestar Private Asset Management LLC’s portfolio, making the stock its 18th biggest position. Lodestar Private Asset Management LLC owned approximately 0.08% of Schwab US Large-Cap ETF worth $11,478,000 as of its most recent filing with the Securities and Exchange Commission.

A number of other hedge funds and other institutional investors also recently added to or reduced their stakes in SCHX. Brass Tax Wealth Management Inc. purchased a new stake in Schwab US Large-Cap ETF during the 3rd quarter worth approximately $3,040,000. B. Riley Wealth Advisors Inc. raised its holdings in Schwab US Large-Cap ETF by 4.8% in the 3rd quarter. B. Riley Wealth Advisors Inc. now owns 110,984 shares of the company’s stock valued at $7,469,000 after buying an additional 5,035 shares during the period. Howard Capital Management Group LLC acquired a new stake in Schwab US Large-Cap ETF in the 3rd quarter valued at approximately $209,000. Anchor Investment Management LLC grew its position in Schwab US Large-Cap ETF by 8.1% in the 3rd quarter. Anchor Investment Management LLC now owns 375,706 shares of the company’s stock valued at $25,492,000 after acquiring an additional 28,277 shares in the last quarter. Finally, World Investment Advisors LLC lifted its holdings in Schwab US Large-Cap ETF by 12.5% during the 3rd quarter. World Investment Advisors LLC now owns 50,196 shares of the company’s stock worth $3,406,000 after buying an additional 5,575 shares in the last quarter.

Schwab US Large-Cap ETF Stock Performance

Shares of SCHX opened at $24.06 on Friday. Schwab US Large-Cap ETF has a 1 year low of $19.39 and a 1 year high of $24.23. The stock has a 50-day simple moving average of $23.69 and a 200-day simple moving average of $22.83. The stock has a market capitalization of $15.68 billion, a PE ratio of 26.53 and a beta of 1.02.

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.