Schwab US Large-Cap ETF $SCHX Stock Position Raised by Davidson Trust Co.

Davidson Trust Co. raised its holdings in shares of Schwab US Large-Cap ETF (NYSEARCA:SCHX) by 120.8% in the 1st quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The institutional investor owned 189,035 shares of the company’s stock after acquiring an additional 103,427 shares during the quarter. Schwab US Large-Cap ETF makes up 2.1% of Davidson Trust Co.’s investment portfolio, making the stock its 8th largest position. Davidson Trust Co.’s holdings in Schwab US Large-Cap ETF were worth $4,847,000 as of its most recent SEC filing.

Several other hedge funds have also recently added to or reduced their stakes in the business. GEN Financial Management INC. boosted its stake in shares of Schwab US Large-Cap ETF by 24.5% during the fourth quarter. GEN Financial Management INC. now owns 895,830 shares of the company’s stock valued at $24,107,000 after acquiring an additional 176,498 shares during the last quarter. Clayton Financial Group LLC increased its position in Schwab US Large-Cap ETF by 154.6% during the 4th quarter. Clayton Financial Group LLC now owns 49,587 shares of the company’s stock worth $1,334,000 after purchasing an additional 30,112 shares in the last quarter. Farther Finance Advisors LLC raised its stake in Schwab US Large-Cap ETF by 37.4% in the 4th quarter. Farther Finance Advisors LLC now owns 3,972,127 shares of the company’s stock valued at $106,890,000 after purchasing an additional 1,081,148 shares during the last quarter. Rede Wealth LLC purchased a new position in Schwab US Large-Cap ETF in the 4th quarter valued at about $855,000. Finally, Empirical Financial Services LLC d.b.a. Empirical Wealth Management lifted its holdings in Schwab US Large-Cap ETF by 5.1% in 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 in the last quarter.

Schwab US Large-Cap ETF Price Performance

Schwab US Large-Cap ETF stock opened at $28.88 on Friday. The stock has a market capitalization of $69.64 billion, a P/E ratio of 25.66 and a beta of 1.01. Schwab US Large-Cap ETF has a 12-month low of $24.08 and a 12-month high of $29.95. The firm’s 50-day moving average is $28.94 and its two-hundred day moving average is $27.56.

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.