RFG Advisory LLC Has $1.04 Million Stock Position in Schwab US Large-Cap ETF $SCHX

RFG Advisory LLC boosted its stake in Schwab US Large-Cap ETF (NYSEARCA:SCHX) by 127.7% during the 1st quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The fund owned 40,667 shares of the company’s stock after acquiring an additional 22,806 shares during the period. RFG Advisory LLC’s holdings in Schwab US Large-Cap ETF were worth $1,043,000 at the end of the most recent quarter.

Other institutional investors and hedge funds have also added to or reduced their stakes in the company. Bfsg LLC lifted its position in shares of Schwab US Large-Cap ETF by 0.8% in the 4th quarter. Bfsg LLC now owns 49,029 shares of the company’s stock worth $1,319,000 after purchasing an additional 374 shares during the period. Sound Stewardship LLC increased its position in shares of Schwab US Large-Cap ETF by 2.6% during the fourth quarter. Sound Stewardship LLC now owns 14,789 shares of the company’s stock worth $398,000 after buying an additional 381 shares during the period. Traub Capital Management LLC increased its position in shares of Schwab US Large-Cap ETF by 2.6% during the fourth quarter. Traub Capital Management LLC now owns 15,891 shares of the company’s stock worth $428,000 after buying an additional 400 shares during the period. Cadence Wealth Management LLC raised its stake in Schwab US Large-Cap ETF by 2.9% during the fourth quarter. Cadence Wealth Management LLC now owns 14,389 shares of the company’s stock worth $387,000 after buying an additional 401 shares during the last quarter. Finally, Goldstein Advisors LLC raised its stake in Schwab US Large-Cap ETF by 1.5% during the fourth quarter. Goldstein Advisors LLC now owns 26,484 shares of the company’s stock worth $713,000 after buying an additional 401 shares during the last quarter.

Schwab US Large-Cap ETF Price Performance

SCHX stock opened at $28.79 on Monday. The firm has a market cap of $69.42 billion, a price-to-earnings ratio of 25.66 and a beta of 1.01. Schwab US Large-Cap ETF has a 12-month low of $24.17 and a 12-month high of $29.95. The company’s fifty day simple moving average is $28.96 and its 200 day simple moving average is $27.58.

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. 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.