Schwab US Large-Cap ETF (NYSEARCA:SCHX) Stake Lifted by MBA Advisors LLC

MBA Advisors LLC grew its holdings in Schwab US Large-Cap ETF (NYSEARCA:SCHX) by 205.5% in the fourth quarter, according to its most recent disclosure with the SEC. The fund owned 381,374 shares of the company’s stock after buying an additional 256,523 shares during the period. Schwab US Large-Cap ETF accounts for approximately 4.4% of MBA Advisors LLC’s portfolio, making the stock its 2nd largest position. MBA Advisors LLC owned about 0.06% of Schwab US Large-Cap ETF worth $8,840,000 as of its most recent SEC filing.

Several other hedge funds have also made changes to their positions in the business. Sage Financial Group Inc. increased its stake in Schwab US Large-Cap ETF by 197.7% in the 4th quarter. Sage Financial Group Inc. now owns 24,865,286 shares of the company’s stock valued at $576,377,000 after buying an additional 16,511,474 shares during the period. McAdam LLC increased its stake in shares of Schwab US Large-Cap ETF by 210.5% during the fourth quarter. McAdam LLC now owns 10,339,604 shares of the company’s stock worth $239,672,000 after acquiring an additional 7,009,351 shares during the period. US Bancorp DE raised its holdings in Schwab US Large-Cap ETF by 43.8% during the third quarter. US Bancorp DE now owns 20,593,427 shares of the company’s stock worth $1,397,264,000 after purchasing an additional 6,275,290 shares in the last quarter. Campbell Wealth Management acquired a new stake in Schwab US Large-Cap ETF in the third quarter valued at about $346,668,000. Finally, BlueSky Wealth Advisors LLC boosted its holdings in Schwab US Large-Cap ETF by 203.2% in the 4th quarter. BlueSky Wealth Advisors LLC now owns 5,990,685 shares of the company’s stock valued at $138,864,000 after purchasing an additional 4,014,627 shares in the last quarter.

Schwab US Large-Cap ETF Trading Down 0.9 %

NYSEARCA SCHX opened at $23.85 on Monday. The stock has a market capitalization of $15.55 billion, a price-to-earnings ratio of 26.53 and a beta of 1.02. The business’s 50 day moving average is $23.70 and its two-hundred day moving average is $22.85. Schwab US Large-Cap ETF has a 12-month low of $19.39 and a 12-month high of $24.23.

Schwab US Large-Cap ETF 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.