Sax Wealth Advisors LLC Increases Stock Holdings in Schwab US Large-Cap ETF (NYSEARCA:SCHX)

Sax Wealth Advisors LLC raised its holdings in Schwab US Large-Cap ETF (NYSEARCA:SCHX) by 316.3% in the fourth quarter, according to the company in its most recent disclosure with the SEC. The fund owned 12,457 shares of the company’s stock after buying an additional 9,465 shares during the quarter. Sax Wealth Advisors LLC’s holdings in Schwab US Large-Cap ETF were worth $289,000 at the end of the most recent reporting period.

Other large investors have also modified their holdings of the company. Concourse Financial Group Securities Inc. raised its position in shares of Schwab US Large-Cap ETF by 224.3% in the 3rd 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 acquired a new stake in shares of Schwab US Large-Cap ETF during the third quarter worth $42,000. Marquette Asset Management LLC purchased a new stake in shares of Schwab US Large-Cap ETF during the third quarter valued at $43,000. Strategic Investment Solutions Inc. IL acquired a new position in shares of Schwab US Large-Cap ETF in the 2nd quarter valued at $45,000. Finally, Cornerstone Planning Group LLC raised its stake in Schwab US Large-Cap ETF by 200.8% in the 3rd quarter. Cornerstone Planning Group LLC now owns 791 shares of the company’s stock worth $54,000 after acquiring an additional 528 shares during the last quarter.

Schwab US Large-Cap ETF Stock Performance

Schwab US Large-Cap ETF stock opened at $23.71 on Friday. The business’s 50-day simple moving average is $23.60 and its two-hundred day simple moving average is $22.64. The company has a market cap of $15.46 billion, a PE ratio of 26.53 and a beta of 1.02. Schwab US Large-Cap ETF has a fifty-two week low of $18.66 and a fifty-two week high of $24.19.

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.