Schwab US Large-Cap ETF (NYSEARCA:SCHX) Shares Purchased by Successful Portfolios LLC

Successful Portfolios LLC grew its holdings in shares of Schwab US Large-Cap ETF (NYSEARCA:SCHX) by 217.7% in the fourth quarter, HoldingsChannel reports. The fund owned 81,655 shares of the company’s stock after buying an additional 55,950 shares during the period. Schwab US Large-Cap ETF makes up about 1.3% of Successful Portfolios LLC’s portfolio, making the stock its 20th largest holding. Successful Portfolios LLC’s holdings in Schwab US Large-Cap ETF were worth $1,893,000 as of its most recent SEC filing.

Several other institutional investors and hedge funds also recently modified their holdings of SCHX. Concourse Financial Group Securities Inc. boosted its holdings 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 acquiring an additional 258 shares in the last quarter. Versant Capital Management Inc lifted 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 purchasing an additional 842 shares during the period. IFS Advisors LLC bought a new position in Schwab US Large-Cap ETF during the 4th quarter valued at $30,000. Brooklyn Investment Group acquired a new position in shares of Schwab US Large-Cap ETF during the 4th quarter valued at $32,000. Finally, Rise Advisors LLC raised its stake in shares of Schwab US Large-Cap ETF by 459.5% in the 4th quarter. Rise Advisors LLC now owns 1,410 shares of the company’s stock worth $33,000 after buying an additional 1,158 shares in the last quarter.

Schwab US Large-Cap ETF Stock Up 1.0 %

Shares of SCHX stock opened at $23.71 on Monday. The stock has a 50-day simple moving average of $23.60 and a 200 day simple moving average of $22.65. Schwab US Large-Cap ETF has a fifty-two week low of $18.66 and a fifty-two week high of $24.19. The stock has a market capitalization of $15.46 billion, a P/E ratio of 26.53 and a beta of 1.02.

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.