Asset Allocation Strategies LLC Boosts Position in Schwab US Large-Cap ETF $SCHX

Asset Allocation Strategies LLC boosted its holdings in shares of Schwab US Large-Cap ETF (NYSEARCA:SCHX) by 4.7% during the fourth quarter, HoldingsChannel reports. The fund owned 848,897 shares of the company’s stock after purchasing an additional 37,945 shares during the quarter. Schwab US Large-Cap ETF comprises 4.4% of Asset Allocation Strategies LLC’s holdings, making the stock its 3rd largest position. Asset Allocation Strategies LLC’s holdings in Schwab US Large-Cap ETF were worth $22,844,000 at the end of the most recent reporting period.

Other institutional investors have also recently added to or reduced their stakes in the company. GEN Financial Management INC. grew its holdings in Schwab US Large-Cap ETF by 24.5% during the 4th quarter. GEN Financial Management INC. now owns 895,830 shares of the company’s stock worth $24,107,000 after acquiring an additional 176,498 shares during the last quarter. Clayton Financial Group LLC lifted its position in shares of Schwab US Large-Cap ETF by 154.6% in 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 during the period. Farther Finance Advisors LLC lifted its position in shares of 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 worth $106,890,000 after purchasing an additional 1,081,148 shares during the period. Empirical Financial Services LLC d.b.a. Empirical Wealth Management lifted its position in shares of 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 worth $30,423,000 after purchasing an additional 55,088 shares during the period. Finally, Balboa Wealth Partners lifted its position in shares of Schwab US Large-Cap ETF by 91.3% in the 4th quarter. Balboa Wealth Partners now owns 48,444 shares of the company’s stock worth $1,304,000 after purchasing an additional 23,116 shares during the period.

Schwab US Large-Cap ETF Stock Performance

Shares of NYSEARCA SCHX opened at $29.21 on Friday. The company has a market capitalization of $70.44 billion, a P/E ratio of 25.66 and a beta of 1.01. Schwab US Large-Cap ETF has a 52-week low of $23.50 and a 52-week high of $29.95. The company’s 50 day moving average price is $28.43 and its 200-day moving average price is $27.41.

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.