Heritage Wealth Advisors Boosts Position in Schwab US Large-Cap ETF (NYSEARCA:SCHX)

Heritage Wealth Advisors raised its stake in Schwab US Large-Cap ETF (NYSEARCA:SCHX) by 184.5% during the 4th quarter, HoldingsChannel.com reports. The firm owned 5,126 shares of the company’s stock after acquiring an additional 3,324 shares during the period. Heritage Wealth Advisors’ holdings in Schwab US Large-Cap ETF were worth $119,000 as of its most recent SEC filing.

A number of other hedge funds and other institutional investors also recently added to or reduced their stakes in the stock. Total Investment Management Inc. boosted its position in shares of Schwab US Large-Cap ETF by 200.6% in the 4th quarter. Total Investment Management Inc. now owns 13,510 shares of the company’s stock valued at $313,000 after purchasing an additional 9,016 shares during the period. Keystone Wealth Services LLC raised its position in Schwab US Large-Cap ETF by 200.4% in the 4th quarter. Keystone Wealth Services LLC now owns 34,854 shares of the company’s stock valued at $808,000 after purchasing an additional 23,252 shares during the last quarter. Brass Tax Wealth Management Inc. acquired a new stake in Schwab US Large-Cap ETF during the 3rd quarter worth $3,040,000. B. Riley Wealth Advisors Inc. grew its position in Schwab US Large-Cap ETF by 4.8% during the 3rd quarter. B. Riley Wealth Advisors Inc. now owns 110,984 shares of the company’s stock worth $7,469,000 after purchasing an additional 5,035 shares during the last quarter. Finally, Pure Portfolios Holdings LLC increased its stake in Schwab US Large-Cap ETF by 201.1% in the fourth quarter. Pure Portfolios Holdings LLC now owns 1,408,552 shares of the company’s stock valued at $32,650,000 after purchasing an additional 940,747 shares during the period.

Schwab US Large-Cap ETF Stock Performance

Shares of SCHX opened at $22.83 on Wednesday. Schwab US Large-Cap ETF has a fifty-two week low of $19.50 and a fifty-two week high of $24.31. The firm has a 50-day simple moving average of $23.39 and a 200-day simple moving average of $23.22. The company has a market capitalization of $51.37 billion, a price-to-earnings ratio of 24.44 and a beta of 1.03.

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.