Brio Consultants LLC Has $402,000 Stock Holdings in Schwab US Large-Cap ETF (NYSEARCA:SCHX)

Brio Consultants LLC boosted its position in Schwab US Large-Cap ETF (NYSEARCA:SCHX) by 194.8% during the fourth quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The fund owned 17,346 shares of the company’s stock after acquiring an additional 11,463 shares during the quarter. Brio Consultants LLC’s holdings in Schwab US Large-Cap ETF were worth $402,000 at the end of the most recent reporting period.

Several other institutional investors have also added to or reduced their stakes in SCHX. 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. increased its holdings 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 worth $7,469,000 after buying an additional 5,035 shares in the last quarter. Howard Capital Management Group LLC bought a new position in shares of Schwab US Large-Cap ETF in the 3rd quarter valued at $209,000. Anchor Investment Management LLC boosted its holdings in shares of 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 valued at $25,492,000 after acquiring an additional 28,277 shares in the last quarter. Finally, World Investment Advisors LLC grew its position in Schwab US Large-Cap ETF by 12.5% during the 3rd quarter. World Investment Advisors LLC now owns 50,196 shares of the company’s stock worth $3,406,000 after acquiring an additional 5,575 shares during the last quarter.

Schwab US Large-Cap ETF Stock Down 0.6 %

Shares of SCHX opened at $23.87 on Friday. The stock has a market cap of $15.56 billion, a PE ratio of 26.53 and a beta of 1.02. Schwab US Large-Cap ETF has a 12-month low of $19.08 and a 12-month high of $24.23. The business has a 50-day simple moving average of $23.69 and a two-hundred day simple moving average of $22.78.

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.