Kavar Capital Partners Group LLC raised its holdings in Schwab US Large-Cap ETF (NYSEARCA:SCHX – Free Report) by 2.2% during the fourth quarter, according to the company in its most recent Form 13F filing with the SEC. The firm owned 1,666,797 shares of the company’s stock after purchasing an additional 35,223 shares during the quarter. Schwab US Large-Cap ETF comprises approximately 6.2% of Kavar Capital Partners Group LLC’s portfolio, making the stock its largest holding. Kavar Capital Partners Group LLC’s holdings in Schwab US Large-Cap ETF were worth $44,854,000 as of its most recent SEC filing.
Several other institutional investors and hedge funds have also recently added to or reduced their stakes in SCHX. Brighton Jones LLC grew its stake in shares of Schwab US Large-Cap ETF by 198.5% in the 4th quarter. Brighton Jones LLC now owns 211,330 shares of the company’s stock valued at $4,899,000 after purchasing an additional 140,539 shares during the last quarter. Russell Investments Group Ltd. raised its stake in shares of Schwab US Large-Cap ETF by 33.3% during the second quarter. Russell Investments Group Ltd. now owns 62,112 shares of the company’s stock worth $1,518,000 after purchasing an additional 15,522 shares during the last quarter. Edgestream Partners L.P. purchased a new stake in shares of Schwab US Large-Cap ETF during the second quarter worth approximately $652,000. Trek Financial LLC lifted its holdings in shares of Schwab US Large-Cap ETF by 10.6% during the second quarter. Trek Financial LLC now owns 19,762 shares of the company’s stock worth $483,000 after purchasing an additional 1,895 shares during the period. Finally, FPC Investment Advisory Inc. lifted its holdings in shares of Schwab US Large-Cap ETF by 6.3% during the second quarter. FPC Investment Advisory Inc. now owns 1,018,767 shares of the company’s stock worth $25,653,000 after purchasing an additional 60,403 shares during the period.
Schwab US Large-Cap ETF Stock Performance
Shares of SCHX opened at $25.86 on Friday. The stock has a market capitalization of $61.13 billion, a P/E ratio of 25.66 and a beta of 1.01. The company’s fifty day moving average is $26.67 and its two-hundred day moving average is $26.72. Schwab US Large-Cap ETF has a 1 year low of $19.00 and a 1 year high of $27.54.
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.
See Also
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