Schwab US Large-Cap ETF $SCHX is HBK Sorce Advisory LLC’s Largest Position

HBK Sorce Advisory LLC increased its position in Schwab US Large-Cap ETF (NYSEARCA:SCHX) by 1.3% in the fourth quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The firm owned 34,479,165 shares of the company’s stock after purchasing an additional 437,374 shares during the quarter. Schwab US Large-Cap ETF makes up about 21.7% of HBK Sorce Advisory LLC’s investment portfolio, making the stock its largest holding. HBK Sorce Advisory LLC’s holdings in Schwab US Large-Cap ETF were worth $939,212,000 at the end of the most recent reporting period.

A number of other institutional investors and hedge funds also recently made changes to their positions in the company. Hantz Financial Services Inc. lifted its stake in shares of Schwab US Large-Cap ETF by 21.5% in the 4th quarter. Hantz Financial Services Inc. now owns 179,681 shares of the company’s stock valued at $4,835,000 after purchasing an additional 31,774 shares during the period. Van Cleef Asset Management Inc lifted its stake in shares of Schwab US Large-Cap ETF by 8.8% in the 4th quarter. Van Cleef Asset Management Inc now owns 245,409 shares of the company’s stock valued at $6,604,000 after purchasing an additional 19,837 shares during the period. Atticus Wealth Management LLC purchased a new position in shares of Schwab US Large-Cap ETF in the 4th quarter valued at approximately $286,000. Prospera Financial Services Inc lifted its stake in shares of Schwab US Large-Cap ETF by 22.2% in the 4th quarter. Prospera Financial Services Inc now owns 12,516 shares of the company’s stock valued at $337,000 after purchasing an additional 2,271 shares during the period. Finally, Hartline Investment Corp lifted its stake in shares of Schwab US Large-Cap ETF by 3.6% in the 4th quarter. Hartline Investment Corp now owns 26,798 shares of the company’s stock valued at $721,000 after purchasing an additional 934 shares during the period.

Schwab US Large-Cap ETF Price Performance

SCHX opened at $29.33 on Monday. The stock has a market cap of $70.72 billion, a PE ratio of 25.66 and a beta of 1.01. The business has a 50 day moving average of $27.35 and a 200-day moving average of $27.10. Schwab US Large-Cap ETF has a 52 week low of $21.81 and a 52 week high of $29.46.

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. 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.