Ballast Inc. Buys New Position in Schwab US Large-Cap ETF $SCHX

Ballast Inc. bought a new stake in Schwab US Large-Cap ETF (NYSEARCA:SCHX) in the second quarter, according to its most recent Form 13F filing with the SEC. The institutional investor bought 107,112 shares of the company’s stock, valued at approximately $2,618,000. Schwab US Large-Cap ETF accounts for about 1.1% of Ballast Inc.’s investment portfolio, making the stock its 26th biggest position.

A number of other large investors have also recently made changes to their positions in the company. Signature Estate & Investment Advisors LLC boosted its position in shares of Schwab US Large-Cap ETF by 0.7% in the 2nd quarter. Signature Estate & Investment Advisors LLC now owns 240,302 shares of the company’s stock valued at $5,873,000 after purchasing an additional 1,628 shares during the period. Koshinski Asset Management Inc. boosted its position in shares of Schwab US Large-Cap ETF by 7.8% in the 2nd quarter. Koshinski Asset Management Inc. now owns 11,542 shares of the company’s stock valued at $282,000 after purchasing an additional 839 shares during the period. Lutz Financial Services LLC boosted its position in shares of Schwab US Large-Cap ETF by 25.7% in the 2nd quarter. Lutz Financial Services LLC now owns 737,537 shares of the company’s stock valued at $18,025,000 after purchasing an additional 150,874 shares during the period. Harbor Asset Planning Inc. acquired a new stake in shares of Schwab US Large-Cap ETF in the 2nd quarter valued at about $2,360,000. Finally, Clearview Wealth Advisors LLC boosted its position in shares of Schwab US Large-Cap ETF by 0.8% in the 2nd quarter. Clearview Wealth Advisors LLC now owns 201,943 shares of the company’s stock valued at $4,935,000 after purchasing an additional 1,507 shares during the period.

Schwab US Large-Cap ETF Stock Up 0.5%

Shares of NYSEARCA SCHX opened at $26.29 on Friday. The stock has a market cap of $60.95 billion, a PE ratio of 25.66 and a beta of 1.01. Schwab US Large-Cap ETF has a 52-week low of $19.00 and a 52-week high of $26.68. The business has a 50-day moving average price of $25.94 and a 200 day moving average price of $24.19.

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.