Ulland Investment Advisors LLC Has $1.25 Million Stock Position in Schwab US Large-Cap ETF (NYSEARCA:SCHX)

Ulland Investment Advisors LLC lifted its holdings in shares of Schwab US Large-Cap ETF (NYSEARCA:SCHX) by 184.5% in the 4th quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The institutional investor owned 53,737 shares of the company’s stock after acquiring an additional 34,852 shares during the period. Schwab US Large-Cap ETF makes up 0.8% of Ulland Investment Advisors LLC’s holdings, making the stock its 23rd biggest holding. Ulland Investment Advisors LLC’s holdings in Schwab US Large-Cap ETF were worth $1,246,000 as of its most recent SEC filing.

Other institutional investors and hedge funds also recently made changes to their positions in the company. Walker Financial Services Inc. lifted its stake in Schwab US Large-Cap ETF by 1.2% during the 3rd quarter. Walker Financial Services Inc. now owns 13,918 shares of the company’s stock valued at $944,000 after acquiring an additional 159 shares in the last quarter. Ignite Planners LLC raised its holdings in shares of Schwab US Large-Cap ETF by 0.3% in the third quarter. Ignite Planners LLC now owns 56,377 shares of the company’s stock valued at $3,825,000 after purchasing an additional 170 shares during the last quarter. Concourse Financial Group Securities Inc. lifted its position in shares of Schwab US Large-Cap ETF by 224.3% during the third quarter. Concourse Financial Group Securities Inc. now owns 373 shares of the company’s stock valued at $25,000 after purchasing an additional 258 shares in the last quarter. Elgethun Capital Management boosted its holdings in Schwab US Large-Cap ETF by 0.8% during the second quarter. Elgethun Capital Management now owns 41,264 shares of the company’s stock worth $2,651,000 after purchasing an additional 310 shares during the last quarter. Finally, Sfmg LLC boosted its holdings in Schwab US Large-Cap ETF by 0.4% during the second quarter. Sfmg LLC now owns 95,108 shares of the company’s stock worth $6,111,000 after purchasing an additional 393 shares during the last quarter.

Schwab US Large-Cap ETF Stock Performance

NYSEARCA:SCHX opened at $23.71 on Tuesday. Schwab US Large-Cap ETF has a 52 week low of $18.66 and a 52 week high of $24.19. The firm has a 50-day moving average price of $23.60 and a two-hundred day moving average price of $22.65. The firm has a market cap of $15.46 billion, a price-to-earnings 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.