Schwab US Large-Cap ETF (NYSEARCA:SCHX) Stock Position Lifted by Patriot Financial Group Insurance Agency LLC

Patriot Financial Group Insurance Agency LLC lifted its position in Schwab US Large-Cap ETF (NYSEARCA:SCHXFree Report) by 65.3% in the 4th quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The institutional investor owned 8,878 shares of the company’s stock after acquiring an additional 3,506 shares during the quarter. Patriot Financial Group Insurance Agency LLC’s holdings in Schwab US Large-Cap ETF were worth $206,000 as of its most recent SEC filing.

Other institutional investors have also made changes to their positions in the company. Concourse Financial Group Securities Inc. increased its stake in Schwab US Large-Cap ETF by 224.3% during the third quarter. Concourse Financial Group Securities Inc. now owns 373 shares of the company’s stock valued at $25,000 after purchasing an additional 258 shares during the last quarter. City State Bank bought a new stake in shares of Schwab US Large-Cap ETF during the 3rd quarter valued at about $42,000. Marquette Asset Management LLC acquired a new stake in Schwab US Large-Cap ETF during the third quarter worth about $43,000. Strategic Investment Solutions Inc. IL bought a new position in Schwab US Large-Cap ETF in the second quarter worth about $45,000. Finally, Cornerstone Planning Group LLC boosted its stake in Schwab US Large-Cap ETF by 200.8% in the third quarter. Cornerstone Planning Group LLC now owns 791 shares of the company’s stock valued at $54,000 after acquiring an additional 528 shares during the period.

Schwab US Large-Cap ETF Trading Down 0.4 %

NYSEARCA:SCHX opened at $23.88 on Thursday. The stock has a 50 day moving average of $23.67 and a 200-day moving average of $22.75. The firm has a market capitalization of $15.57 billion, a PE ratio of 26.53 and a beta of 1.02. Schwab US Large-Cap ETF has a 52 week low of $19.08 and a 52 week high of $24.23.

Schwab US Large-Cap ETF Profile

(Free Report)

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.

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Institutional Ownership by Quarter for Schwab US Large-Cap ETF (NYSEARCA:SCHX)

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