VSM Wealth Advisory LLC Makes New Investment in Schwab US Large-Cap ETF $SCHX

VSM Wealth Advisory LLC acquired a new position in Schwab US Large-Cap ETF (NYSEARCA:SCHX) in the fourth quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The fund acquired 335,557 shares of the company’s stock, valued at approximately $9,020,000. Schwab US Large-Cap ETF accounts for approximately 2.7% of VSM Wealth Advisory LLC’s investment portfolio, making the stock its 13th biggest position.

Other hedge funds and other institutional investors also recently modified their holdings of the company. Measured Wealth Private Client Group LLC acquired a new position in shares of Schwab US Large-Cap ETF during the third quarter valued at $26,000. Optima Capital LLC bought a new stake in Schwab US Large-Cap ETF in the fourth quarter worth about $29,000. Ransom Advisory Ltd bought a new stake in Schwab US Large-Cap ETF in the fourth quarter worth about $40,000. First Command Advisory Services Inc. bought a new stake in Schwab US Large-Cap ETF in the third quarter worth about $43,000. Finally, Grey Fox Wealth Advisors LLC acquired a new stake in Schwab US Large-Cap ETF during the 3rd quarter worth about $49,000.

Schwab US Large-Cap ETF Stock Performance

NYSEARCA SCHX opened at $29.04 on Monday. The stock’s 50-day moving average price is $27.11 and its two-hundred day moving average price is $27.03. The company has a market cap of $70.03 billion, a PE ratio of 25.66 and a beta of 1.01. Schwab US Large-Cap ETF has a 1 year low of $21.81 and a 1 year high of $29.46.

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.