Successful Portfolios LLC Grows Holdings in Schwab US Large-Cap ETF (NYSEARCA:SCHX)

Successful Portfolios LLC increased its stake in Schwab US Large-Cap ETF (NYSEARCA:SCHX) by 217.7% in the fourth quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The fund owned 81,655 shares of the company’s stock after buying an additional 55,950 shares during the period. Schwab US Large-Cap ETF comprises about 1.3% of Successful Portfolios LLC’s investment portfolio, making the stock its 20th largest position. Successful Portfolios LLC’s holdings in Schwab US Large-Cap ETF were worth $1,893,000 as of its most recent filing with the Securities and Exchange Commission.

Several other institutional investors have also recently added to or reduced their stakes in SCHX. Concourse Financial Group Securities Inc. increased its position in shares of Schwab US Large-Cap ETF by 224.3% in the 3rd quarter. Concourse Financial Group Securities Inc. now owns 373 shares of the company’s stock worth $25,000 after purchasing an additional 258 shares during the last quarter. Versant Capital Management Inc grew its stake in Schwab US Large-Cap ETF by 201.0% in the fourth quarter. Versant Capital Management Inc now owns 1,261 shares of the company’s stock worth $29,000 after purchasing an additional 842 shares in the last quarter. IFS Advisors LLC bought a new stake in Schwab US Large-Cap ETF in the fourth quarter valued at about $30,000. Brooklyn Investment Group acquired a new stake in Schwab US Large-Cap ETF during the fourth quarter valued at approximately $32,000. Finally, Rise Advisors LLC lifted its holdings in Schwab US Large-Cap ETF by 459.5% during the 4th quarter. Rise Advisors LLC now owns 1,410 shares of the company’s stock worth $33,000 after buying an additional 1,158 shares during the last quarter.

Schwab US Large-Cap ETF Trading Up 1.0 %

Shares of NYSEARCA SCHX opened at $23.71 on Monday. The company has a market capitalization of $15.46 billion, a price-to-earnings ratio of 26.53 and a beta of 1.02. Schwab US Large-Cap ETF has a twelve month low of $18.66 and a twelve month high of $24.19. The business has a 50 day simple moving average of $23.60 and a 200-day simple moving average of $22.65.

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.