Stone Summit Wealth LLC Boosts Holdings in Schwab US Large-Cap ETF (NYSEARCA:SCHX)

Stone Summit Wealth LLC lifted its stake in shares of Schwab US Large-Cap ETF (NYSEARCA:SCHX) by 10.8% in the first quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The institutional investor owned 54,737 shares of the company’s stock after purchasing an additional 5,326 shares during the period. Stone Summit Wealth LLC’s holdings in Schwab US Large-Cap ETF were worth $1,209,000 as of its most recent filing with the Securities & Exchange Commission.

A number of other institutional investors and hedge funds have also modified their holdings of SCHX. Harbor Investment Advisory LLC acquired a new stake in Schwab US Large-Cap ETF in the 1st quarter worth about $25,000. Prudent Man Investment Management Inc. acquired a new position in shares of Schwab US Large-Cap ETF during the fourth quarter valued at approximately $26,000. Delta Asset Management LLC TN lifted its position in shares of Schwab US Large-Cap ETF by 200.0% in the fourth quarter. Delta Asset Management LLC TN now owns 1,350 shares of the company’s stock valued at $31,000 after acquiring an additional 900 shares in the last quarter. Bellwether Advisors LLC purchased a new position in shares of Schwab US Large-Cap ETF in the fourth quarter valued at approximately $32,000. Finally, West Paces Advisors Inc. boosted its stake in shares of Schwab US Large-Cap ETF by 199.8% in the fourth quarter. West Paces Advisors Inc. now owns 1,406 shares of the company’s stock worth $33,000 after acquiring an additional 937 shares during the last quarter.

Schwab US Large-Cap ETF Stock Performance

Shares of SCHX opened at $24.21 on Friday. The stock has a 50 day moving average price of $22.96 and a 200 day moving average price of $22.97. Schwab US Large-Cap ETF has a one year low of $19.00 and a one year high of $24.31. The stock has a market capitalization of $55.38 billion, a price-to-earnings ratio of 25.15 and a beta of 1.01.

Schwab US Large-Cap ETF Company 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.