Schwab US Large-Cap ETF (NYSEARCA:SCHX) Shares Purchased by Montis Financial LLC

Montis Financial LLC raised its holdings in Schwab US Large-Cap ETF (NYSEARCA:SCHX) by 194.9% in the 4th quarter, according to the company in its most recent filing with the SEC. The firm owned 397,470 shares of the company’s stock after acquiring an additional 262,693 shares during the quarter. Schwab US Large-Cap ETF makes up about 2.8% of Montis Financial LLC’s portfolio, making the stock its 9th largest holding. Montis Financial LLC owned about 0.06% of Schwab US Large-Cap ETF worth $9,213,000 at the end of the most recent quarter.

Other institutional investors and hedge funds have also recently added to or reduced their stakes in the company. Howard Capital Management Group LLC bought a new stake in shares of Schwab US Large-Cap ETF in the 3rd quarter valued at $209,000. Huntington National Bank boosted its stake in Schwab US Large-Cap ETF by 70.3% during the third quarter. Huntington National Bank now owns 6,032 shares of the company’s stock worth $409,000 after acquiring an additional 2,490 shares in the last quarter. Ferguson Wellman Capital Management Inc. boosted its stake in Schwab US Large-Cap ETF by 5.8% during the third quarter. Ferguson Wellman Capital Management Inc. now owns 20,666 shares of the company’s stock worth $1,402,000 after acquiring an additional 1,138 shares in the last quarter. Signature Estate & Investment Advisors LLC boosted its stake in Schwab US Large-Cap ETF by 3.0% during the third quarter. Signature Estate & Investment Advisors LLC now owns 86,430 shares of the company’s stock worth $5,864,000 after acquiring an additional 2,537 shares in the last quarter. Finally, Archer Investment Corp boosted its stake in Schwab US Large-Cap ETF by 820.8% during the third quarter. Archer Investment Corp now owns 1,952 shares of the company’s stock worth $132,000 after acquiring an additional 1,740 shares in the last quarter.

Schwab US Large-Cap ETF Stock Up 2.1 %

Shares of NYSEARCA SCHX opened at $22.20 on Friday. The firm has a market cap of $49.95 billion, a PE ratio of 24.44 and a beta of 1.03. Schwab US Large-Cap ETF has a 12-month low of $19.50 and a 12-month high of $24.31. The company’s fifty day simple moving average is $23.50 and its 200 day simple moving average is $23.17.

About Schwab US Large-Cap ETF

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.