Elevation Wealth Partners LLC Has $8.37 Million Stock Position in Schwab US Large-Cap ETF (NYSEARCA:SCHX)

Elevation Wealth Partners LLC raised its position in Schwab US Large-Cap ETF (NYSEARCA:SCHX) by 206.4% in the 4th quarter, according to the company in its most recent 13F filing with the SEC. The fund owned 361,226 shares of the company’s stock after buying an additional 243,333 shares during the period. Schwab US Large-Cap ETF accounts for 3.5% of Elevation Wealth Partners LLC’s investment portfolio, making the stock its 6th biggest holding. Elevation Wealth Partners LLC owned 0.06% of Schwab US Large-Cap ETF worth $8,373,000 at the end of the most recent quarter.

Several other hedge funds have also recently modified their holdings of the company. Concourse Financial Group Securities Inc. increased its position in shares of 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 acquiring an additional 258 shares during the last quarter. Versant Capital Management Inc grew its stake in Schwab US Large-Cap ETF by 201.0% in the 4th quarter. Versant Capital Management Inc now owns 1,261 shares of the company’s stock valued at $29,000 after purchasing an additional 842 shares during the period. IFS Advisors LLC purchased a new stake in shares of Schwab US Large-Cap ETF during the 4th quarter valued at $30,000. Princeton Global Asset Management LLC raised its stake in shares of Schwab US Large-Cap ETF by 200.7% during the 4th quarter. Princeton Global Asset Management LLC now owns 1,299 shares of the company’s stock worth $30,000 after purchasing an additional 867 shares during the period. Finally, Brooklyn Investment Group purchased a new position in shares of Schwab US Large-Cap ETF in the 4th quarter worth about $32,000.

Schwab US Large-Cap ETF Stock Performance

SCHX opened at $23.85 on Monday. The firm has a market cap of $15.55 billion, a P/E ratio of 26.53 and a beta of 1.02. Schwab US Large-Cap ETF has a fifty-two week low of $19.39 and a fifty-two week high of $24.23. The firm has a 50-day moving average of $23.70 and a 200 day moving average of $22.85.

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.