Nations Financial Group Inc. IA ADV Raises Holdings in Schwab US Large-Cap ETF $SCHX

Nations Financial Group Inc. IA ADV increased its stake in shares of Schwab US Large-Cap ETF (NYSEARCA:SCHX) by 6.9% during the 1st quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund owned 471,088 shares of the company’s stock after acquiring an additional 30,382 shares during the quarter. Schwab US Large-Cap ETF makes up 0.6% of Nations Financial Group Inc. IA ADV’s investment portfolio, making the stock its 28th largest position. Nations Financial Group Inc. IA ADV’s holdings in Schwab US Large-Cap ETF were worth $12,079,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

A number of other large investors have also bought and sold shares of SCHX. Clayton Financial Group LLC raised its stake in shares of Schwab US Large-Cap ETF by 154.6% during the fourth quarter. Clayton Financial Group LLC now owns 49,587 shares of the company’s stock valued at $1,334,000 after acquiring an additional 30,112 shares during the last quarter. GEN Financial Management INC. grew its stake in shares of Schwab US Large-Cap ETF by 24.5% in the fourth quarter. GEN Financial Management INC. now owns 895,830 shares of the company’s stock worth $24,107,000 after purchasing an additional 176,498 shares during the last quarter. Farther Finance Advisors LLC grew its stake in shares of Schwab US Large-Cap ETF by 37.4% in the fourth quarter. Farther Finance Advisors LLC now owns 3,972,127 shares of the company’s stock worth $106,890,000 after purchasing an additional 1,081,148 shares during the last quarter. Empirical Financial Services LLC d.b.a. Empirical Wealth Management increased its holdings in Schwab US Large-Cap ETF by 5.1% during the 4th quarter. Empirical Financial Services LLC d.b.a. Empirical Wealth Management now owns 1,130,533 shares of the company’s stock valued at $30,423,000 after purchasing an additional 55,088 shares during the period. Finally, Fortis Capital Management LLC increased its holdings in Schwab US Large-Cap ETF by 5.1% during the 3rd quarter. Fortis Capital Management LLC now owns 1,264,795 shares of the company’s stock valued at $33,315,000 after purchasing an additional 61,505 shares during the period.

Schwab US Large-Cap ETF Price Performance

SCHX opened at $29.49 on Friday. The business has a 50 day simple moving average of $28.77 and a two-hundred day simple moving average of $27.50. The firm has a market capitalization of $71.11 billion, a price-to-earnings ratio of 25.66 and a beta of 1.01. Schwab US Large-Cap ETF has a one year low of $23.50 and a one year high of $29.95.

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. The Index is a float-adjusted market capitalization weighted index. The types of derivatives used by the Fund are options, futures, options on futures and swaps.