Planning Alternatives Ltd. ADV Has $10.17 Million Stock Position in Schwab US Large-Cap ETF (NYSEARCA:SCHX)

Planning Alternatives Ltd. ADV grew its holdings in shares of Schwab US Large-Cap ETF (NYSEARCA:SCHX) by 189.7% in the fourth quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The fund owned 438,743 shares of the company’s stock after buying an additional 287,321 shares during the quarter. Schwab US Large-Cap ETF accounts for about 1.6% of Planning Alternatives Ltd. ADV’s holdings, making the stock its 11th biggest position. Planning Alternatives Ltd. ADV’s holdings in Schwab US Large-Cap ETF were worth $10,170,000 as of its most recent SEC filing.

Other hedge funds have also recently made changes to their positions in the company. Total Investment Management Inc. grew its holdings in shares of Schwab US Large-Cap ETF by 200.6% during the fourth quarter. Total Investment Management Inc. now owns 13,510 shares of the company’s stock valued at $313,000 after buying an additional 9,016 shares during the last quarter. Brass Tax Wealth Management Inc. bought a new position in shares of Schwab US Large-Cap ETF during the third quarter valued at about $3,040,000. B. Riley Wealth Advisors Inc. lifted its position 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 valued at $7,469,000 after purchasing an additional 5,035 shares in the last quarter. Pure Portfolios Holdings LLC lifted its position in shares of Schwab US Large-Cap ETF by 201.1% during the fourth quarter. Pure Portfolios Holdings LLC now owns 1,408,552 shares of the company’s stock valued at $32,650,000 after purchasing an additional 940,747 shares in the last quarter. Finally, Howard Capital Management Group LLC bought a new position in shares of Schwab US Large-Cap ETF during the third quarter valued at about $209,000.

Schwab US Large-Cap ETF Price Performance

SCHX opened at $23.09 on Tuesday. The company’s 50-day moving average is $23.70 and its 200 day moving average is $23.17. Schwab US Large-Cap ETF has a fifty-two week low of $19.50 and a fifty-two week high of $24.31. The firm has a market capitalization of $51.72 billion, a P/E ratio of 26.64 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.