Appleton Partners Inc. MA Buys 1,277,052 Shares of Schwab US Large-Cap ETF (NYSEARCA:SCHX)

Appleton Partners Inc. MA raised its stake in Schwab US Large-Cap ETF (NYSEARCA:SCHX) by 198.2% in the 4th quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The institutional investor owned 1,921,306 shares of the company’s stock after acquiring an additional 1,277,052 shares during the quarter. Schwab US Large-Cap ETF comprises approximately 3.3% of Appleton Partners Inc. MA’s investment portfolio, making the stock its 4th biggest holding. Appleton Partners Inc. MA’s holdings in Schwab US Large-Cap ETF were worth $44,536,000 as of its most recent SEC filing.

A number of other institutional investors also recently modified their holdings of the stock. Sage Financial Group Inc. increased its holdings in shares of Schwab US Large-Cap ETF by 197.7% in the fourth quarter. Sage Financial Group Inc. now owns 24,865,286 shares of the company’s stock valued at $576,377,000 after purchasing an additional 16,511,474 shares in the last quarter. US Bancorp DE increased its stake in shares of Schwab US Large-Cap ETF by 43.8% in the 3rd quarter. US Bancorp DE now owns 20,593,427 shares of the company’s stock valued at $1,397,264,000 after buying an additional 6,275,290 shares during the period. McAdam LLC increased its stake in shares of Schwab US Large-Cap ETF by 210.5% in the 4th quarter. McAdam LLC now owns 10,339,604 shares of the company’s stock valued at $239,672,000 after buying an additional 7,009,351 shares during the period. Cerity Partners LLC raised its position in shares of Schwab US Large-Cap ETF by 10.1% during the third quarter. Cerity Partners LLC now owns 6,217,901 shares of the company’s stock worth $421,885,000 after acquiring an additional 567,858 shares during the last quarter. Finally, BlueSky Wealth Advisors LLC lifted its stake in shares of Schwab US Large-Cap ETF by 203.2% during the fourth quarter. BlueSky Wealth Advisors LLC now owns 5,990,685 shares of the company’s stock valued at $138,864,000 after acquiring an additional 4,014,627 shares during the period.

Schwab US Large-Cap ETF Stock Down 0.9 %

Shares of SCHX stock opened at $23.85 on Friday. The firm has a market cap of $15.55 billion, a price-to-earnings ratio of 26.53 and a beta of 1.02. Schwab US Large-Cap ETF has a 12 month low of $19.39 and a 12 month high of $24.23. The stock has a 50-day moving average price of $23.70 and a 200 day moving average price of $22.83.

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.