Lutz Financial Services LLC Purchases 162,464 Shares of Schwab US Large-Cap ETF $SCHX

Lutz Financial Services LLC lifted its holdings in shares of Schwab US Large-Cap ETF (NYSEARCA:SCHX) by 22.3% in the first quarter, Holdings Channel.com reports. The institutional investor owned 890,800 shares of the company’s stock after acquiring an additional 162,464 shares during the period. Schwab US Large-Cap ETF comprises about 1.5% of Lutz Financial Services LLC’s holdings, making the stock its 16th biggest position. Lutz Financial Services LLC’s holdings in Schwab US Large-Cap ETF were worth $22,840,000 as of its most recent filing with the SEC.

Several other institutional investors and hedge funds have also added to or reduced their stakes in SCHX. IFC & Insurance Marketing Inc. acquired a new stake in shares of Schwab US Large-Cap ETF during the 4th quarter valued at $25,000. Measured Wealth Private Client Group LLC bought a new position in Schwab US Large-Cap ETF during the 3rd quarter worth approximately $26,000. Optima Capital LLC acquired a new position in Schwab US Large-Cap ETF in the fourth quarter valued at $29,000. Tidemark LLC lifted its stake in shares of Schwab US Large-Cap ETF by 474.3% in the 4th quarter. Tidemark LLC now owns 1,275 shares of the company’s stock valued at $34,000 after purchasing an additional 1,053 shares during the period. Finally, Signature Resources Capital Management LLC boosted its stake in Schwab US Large-Cap ETF by 510.5% during the first quarter. Signature Resources Capital Management LLC now owns 1,337 shares of the company’s stock worth $34,000 after acquiring an additional 1,118 shares in the last quarter.

Schwab US Large-Cap ETF Stock Performance

Shares of Schwab US Large-Cap ETF stock opened at $29.53 on Tuesday. The stock has a market capitalization of $72.24 billion, a PE ratio of 25.66 and a beta of 1.00. The stock has a 50 day moving average price of $29.29 and a two-hundred day moving average price of $27.78. Schwab US Large-Cap ETF has a 52 week low of $24.47 and a 52 week high of $29.95.

Schwab US Large-Cap ETF 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.