Campbell Wealth Management lifted its position in shares of Schwab US Large-Cap ETF (NYSEARCA:SCHX – Free Report) by 208.8% in the fourth quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The firm owned 15,779,897 shares of the company’s stock after acquiring an additional 10,670,574 shares during the period. Schwab US Large-Cap ETF makes up about 32.9% of Campbell Wealth Management’s portfolio, making the stock its largest holding. Campbell Wealth Management owned approximately 2.42% of Schwab US Large-Cap ETF worth $365,778,000 at the end of the most recent reporting period.
Other large investors have also made changes to their positions in the company. Brass Tax Wealth Management Inc. bought a new position in Schwab US Large-Cap ETF in the 3rd quarter valued at approximately $3,040,000. B. Riley Wealth Advisors Inc. boosted its stake in shares of Schwab US Large-Cap ETF by 4.8% during the third quarter. B. Riley Wealth Advisors Inc. now owns 110,984 shares of the company’s stock valued at $7,469,000 after purchasing an additional 5,035 shares in the last quarter. Howard Capital Management Group LLC acquired a new position in shares of Schwab US Large-Cap ETF in the third quarter valued at approximately $209,000. Anchor Investment Management LLC boosted its position in Schwab US Large-Cap ETF by 8.1% during the 3rd quarter. Anchor Investment Management LLC now owns 375,706 shares of the company’s stock worth $25,492,000 after buying an additional 28,277 shares during the period. Finally, World Investment Advisors LLC increased its position in Schwab US Large-Cap ETF by 12.5% in the 3rd quarter. World Investment Advisors LLC now owns 50,196 shares of the company’s stock valued at $3,406,000 after acquiring an additional 5,575 shares during the period.
Schwab US Large-Cap ETF Stock Up 1.1 %
NYSEARCA SCHX opened at $24.19 on Friday. The stock has a fifty day simple moving average of $23.69 and a 200 day simple moving average of $22.91. Schwab US Large-Cap ETF has a twelve month low of $19.50 and a twelve month high of $24.23. The company has a market capitalization of $15.77 billion, a price-to-earnings ratio of 26.53 and a beta of 1.02.
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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