VSM Wealth Advisory LLC Makes New $8.54 Million Investment in Schwab US Large-Cap ETF (NYSEARCA:SCHX)

VSM Wealth Advisory LLC acquired a new position in Schwab US Large-Cap ETF (NYSEARCA:SCHX) during the 4th quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The fund acquired 368,539 shares of the company’s stock, valued at approximately $8,543,000. Schwab US Large-Cap ETF comprises about 3.0% of VSM Wealth Advisory LLC’s investment portfolio, making the stock its 10th largest position. VSM Wealth Advisory LLC owned about 0.06% of Schwab US Large-Cap ETF as of its most recent SEC filing.

A number of other institutional investors have also recently made changes to their positions in the company. Compass Ion Advisors LLC lifted its position in shares of Schwab US Large-Cap ETF by 196.3% during the 4th quarter. Compass Ion Advisors LLC now owns 104,657 shares of the company’s stock valued at $2,426,000 after buying an additional 69,331 shares during the last quarter. ProVise Management Group LLC raised its stake in shares of Schwab US Large-Cap ETF by 200.0% during the 4th quarter. ProVise Management Group LLC now owns 17,047 shares of the company’s stock valued at $395,000 after purchasing an additional 11,364 shares during the period. Evoke Wealth LLC raised its stake in shares of Schwab US Large-Cap ETF by 200.0% during the 4th quarter. Evoke Wealth LLC now owns 57,036 shares of the company’s stock valued at $1,322,000 after purchasing an additional 38,024 shares during the period. Carlson Capital Management raised its stake in shares of Schwab US Large-Cap ETF by 200.0% during the 4th quarter. Carlson Capital Management now owns 31,392 shares of the company’s stock valued at $728,000 after purchasing an additional 20,928 shares during the period. Finally, Thrivent Financial for Lutherans raised its stake in shares of Schwab US Large-Cap ETF by 145.3% during the 4th quarter. Thrivent Financial for Lutherans now owns 38,945 shares of the company’s stock valued at $903,000 after purchasing an additional 23,067 shares during the period.

Schwab US Large-Cap ETF Stock Down 1.1 %

Shares of NYSEARCA SCHX opened at $22.16 on Wednesday. The firm has a market capitalization of $49.86 billion, a P/E ratio of 24.44 and a beta of 1.03. The stock’s 50-day simple moving average is $23.46 and its two-hundred day simple moving average is $23.19. Schwab US Large-Cap ETF has a twelve month low of $19.50 and a twelve month high of $24.31.

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.