Bleakley Financial Group LLC Has $2.94 Million Position in Schwab US Large-Cap ETF (NYSEARCA:SCHX)

Bleakley Financial Group LLC increased its position in Schwab US Large-Cap ETF (NYSEARCA:SCHX) by 205.0% in the 4th quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The firm owned 126,696 shares of the company’s stock after buying an additional 85,152 shares during the quarter. Bleakley Financial Group LLC’s holdings in Schwab US Large-Cap ETF were worth $2,937,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

Several other institutional investors and hedge funds also recently made changes to their positions in SCHX. Concourse Financial Group Securities Inc. increased its stake in shares of Schwab US Large-Cap ETF by 224.3% in the third quarter. Concourse Financial Group Securities Inc. now owns 373 shares of the company’s stock valued at $25,000 after buying an additional 258 shares during the period. Versant Capital Management Inc increased its position in Schwab US Large-Cap ETF by 201.0% during the 4th quarter. Versant Capital Management Inc now owns 1,261 shares of the company’s stock valued at $29,000 after purchasing an additional 842 shares during the period. IFS Advisors LLC acquired a new stake in Schwab US Large-Cap ETF during the 4th quarter valued at approximately $30,000. Princeton Global Asset Management LLC increased its position in Schwab US Large-Cap ETF by 200.7% during the 4th quarter. Princeton Global Asset Management LLC now owns 1,299 shares of the company’s stock valued at $30,000 after purchasing an additional 867 shares during the period. Finally, Brooklyn Investment Group acquired a new stake in Schwab US Large-Cap ETF during the 4th quarter valued at approximately $32,000.

Schwab US Large-Cap ETF Stock Performance

NYSEARCA:SCHX opened at $24.06 on Friday. The company has a market capitalization of $15.68 billion, a PE ratio of 26.53 and a beta of 1.02. The company has a 50 day simple moving average of $23.69 and a two-hundred day simple moving average of $22.83. Schwab US Large-Cap ETF has a fifty-two week low of $19.39 and a fifty-two week high of $24.23.

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.