Schwab US Large-Cap ETF (NYSEARCA:SCHX) is JMG Financial Group Ltd.’s 4th Largest Position

JMG Financial Group Ltd. grew its position in Schwab US Large-Cap ETF (NYSEARCA:SCHX) by 194.4% during the 4th quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The fund owned 8,298,426 shares of the company’s stock after purchasing an additional 5,480,099 shares during the quarter. Schwab US Large-Cap ETF comprises approximately 6.6% of JMG Financial Group Ltd.’s investment portfolio, making the stock its 4th biggest holding. JMG Financial Group Ltd. owned about 1.27% of Schwab US Large-Cap ETF worth $192,358,000 at the end of the most recent quarter.

Several other hedge funds have also recently modified their holdings of the stock. Concourse Financial Group Securities Inc. increased its position 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 in the last quarter. McClarren Financial Advisors Inc. acquired a new position in Schwab US Large-Cap ETF in the 4th quarter valued at about $25,000. Versant Capital Management Inc grew its position 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 acquiring an additional 842 shares during the period. IFS Advisors LLC acquired a new stake in shares of Schwab US Large-Cap ETF during the 4th quarter worth about $30,000. Finally, Princeton Global Asset Management LLC raised its position in Schwab US Large-Cap ETF by 200.7% in the fourth 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.

Schwab US Large-Cap ETF Price Performance

NYSEARCA SCHX opened at $24.18 on Friday. The stock has a 50-day moving average of $23.71 and a two-hundred day moving average of $23.01. Schwab US Large-Cap ETF has a 1-year low of $19.50 and a 1-year high of $24.31. The company has a market cap of $15.76 billion, a P/E 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.