Avantax Advisory Services Inc. Has $5.19 Million Stock Holdings in Schwab US Large-Cap ETF (NYSEARCA:SCHX)

Avantax Advisory Services Inc. raised its position in Schwab US Large-Cap ETF (NYSEARCA:SCHX) by 200.0% during the fourth quarter, HoldingsChannel.com reports. The institutional investor owned 224,020 shares of the company’s stock after purchasing an additional 149,336 shares during the period. Avantax Advisory Services Inc.’s holdings in Schwab US Large-Cap ETF were worth $5,193,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

A number of other institutional investors and hedge funds have also recently added to or reduced their stakes in the company. Liberty Wealth Management LLC acquired a new position in Schwab US Large-Cap ETF in the 4th quarter valued at $396,000. Austin Wealth Management LLC grew its holdings in Schwab US Large-Cap ETF by 136.1% in the 4th quarter. Austin Wealth Management LLC now owns 18,793 shares of the company’s stock valued at $446,000 after buying an additional 10,832 shares in the last quarter. Capasso Planning Partners LLC grew its holdings in Schwab US Large-Cap ETF by 97.0% in the 4th quarter. Capasso Planning Partners LLC now owns 77,614 shares of the company’s stock valued at $1,799,000 after buying an additional 38,214 shares in the last quarter. Farther Finance Advisors LLC grew its holdings in shares of Schwab US Large-Cap ETF by 403.4% during the 4th quarter. Farther Finance Advisors LLC now owns 545,134 shares of the company’s stock worth $12,636,000 after purchasing an additional 436,849 shares in the last quarter. Finally, Hollencrest Capital Management grew its holdings in shares of Schwab US Large-Cap ETF by 199.8% during the 4th quarter. Hollencrest Capital Management now owns 168,183 shares of the company’s stock worth $3,898,000 after purchasing an additional 112,093 shares in the last quarter.

Schwab US Large-Cap ETF Stock Performance

SCHX opened at $22.20 on Friday. The firm has a market cap of $49.95 billion, a P/E ratio of 24.44 and a beta of 1.03. Schwab US Large-Cap ETF has a 52-week low of $19.50 and a 52-week high of $24.31. The business’s fifty day moving average is $23.50 and its 200-day moving average is $23.17.

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.