Schwab US Large-Cap ETF (NYSEARCA:SCHX) is Red Tortoise LLC’s 6th Largest Position

Red Tortoise LLC lifted its stake in shares of Schwab US Large-Cap ETF (NYSEARCA:SCHX) by 197.3% during the 4th quarter, according to the company in its most recent 13F filing with the SEC. The firm owned 346,111 shares of the company’s stock after buying an additional 229,701 shares during the quarter. Schwab US Large-Cap ETF accounts for approximately 4.2% of Red Tortoise LLC’s holdings, making the stock its 6th largest holding. Red Tortoise LLC owned about 0.05% of Schwab US Large-Cap ETF worth $8,081,000 at the end of the most recent reporting period.

Several other hedge funds and other institutional investors have also recently bought and sold shares of the stock. Brass Tax Wealth Management Inc. purchased a new stake in shares of Schwab US Large-Cap ETF during the third quarter worth about $3,040,000. B. Riley Wealth Advisors Inc. increased its holdings in Schwab US Large-Cap ETF by 4.8% during the 3rd quarter. B. Riley Wealth Advisors Inc. now owns 110,984 shares of the company’s stock worth $7,469,000 after purchasing an additional 5,035 shares during the last quarter. Howard Capital Management Group LLC acquired a new position in shares of Schwab US Large-Cap ETF in the 3rd quarter valued at approximately $209,000. Anchor Investment Management LLC boosted its stake 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 buying an additional 28,277 shares during the last quarter. Finally, World Investment Advisors LLC grew its position in shares of Schwab US Large-Cap ETF by 12.5% during the third quarter. World Investment Advisors LLC now owns 50,196 shares of the company’s stock worth $3,406,000 after buying an additional 5,575 shares in the last quarter.

Schwab US Large-Cap ETF Price Performance

SCHX opened at $23.87 on Monday. Schwab US Large-Cap ETF has a 12-month low of $19.08 and a 12-month high of $24.23. The stock has a market capitalization of $15.56 billion, a PE ratio of 26.53 and a beta of 1.02. The firm’s fifty day moving average price is $23.69 and its 200 day moving average price is $22.78.

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.