Schwab US Large-Cap ETF (NYSEARCA:SCHX) Shares Purchased by Somerset Group LLC

Somerset Group LLC grew its stake in Schwab US Large-Cap ETF (NYSEARCA:SCHX) by 197.1% during the 4th quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund owned 166,443 shares of the company’s stock after purchasing an additional 110,414 shares during the period. Schwab US Large-Cap ETF comprises about 3.5% of Somerset Group LLC’s investment portfolio, making the stock its 8th biggest position. Somerset Group LLC’s holdings in Schwab US Large-Cap ETF were worth $3,858,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

Several other institutional investors and hedge funds also recently made changes to their positions in SCHX. McClarren Financial Advisors Inc. acquired a new position in shares of Schwab US Large-Cap ETF in the fourth quarter valued at $25,000. Versant Capital Management Inc increased its holdings in Schwab US Large-Cap ETF by 201.0% in the 4th quarter. Versant Capital Management Inc now owns 1,261 shares of the company’s stock valued at $29,000 after buying an additional 842 shares during the period. Princeton Global Asset Management LLC raised its stake in shares of Schwab US Large-Cap ETF by 200.7% in the 4th quarter. Princeton Global Asset Management LLC now owns 1,299 shares of the company’s stock valued at $30,000 after buying an additional 867 shares in the last quarter. IFS Advisors LLC bought a new position in shares of Schwab US Large-Cap ETF during the 4th quarter worth about $30,000. Finally, Brooklyn Investment Group acquired a new stake in shares of Schwab US Large-Cap ETF during the 4th quarter valued at about $32,000.

Schwab US Large-Cap ETF Stock Up 0.1 %

NYSEARCA SCHX opened at $22.38 on Friday. The stock has a market cap of $50.36 billion, a P/E ratio of 24.44 and a beta of 1.03. Schwab US Large-Cap ETF has a twelve month low of $19.50 and a twelve month high of $24.31. The company’s 50-day simple moving average is $23.40 and its 200 day simple moving average is $23.18.

About Schwab US Large-Cap ETF

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.