Schwab US Large-Cap ETF $SCHX is Fortis Capital Management LLC’s 2nd Largest Position

Fortis Capital Management LLC grew its position in Schwab US Large-Cap ETF (NYSEARCA:SCHX) by 12.3% in the first quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The institutional investor owned 1,505,206 shares of the company’s stock after buying an additional 165,353 shares during the quarter. Schwab US Large-Cap ETF accounts for 4.0% of Fortis Capital Management LLC’s holdings, making the stock its 2nd largest holding. Fortis Capital Management LLC owned approximately 0.06% of Schwab US Large-Cap ETF worth $38,593,000 at the end of the most recent reporting period.

Several other institutional investors and hedge funds have also recently modified their holdings of SCHX. Bfsg LLC increased its stake in Schwab US Large-Cap ETF by 0.8% during the fourth quarter. Bfsg LLC now owns 49,029 shares of the company’s stock worth $1,319,000 after purchasing an additional 374 shares during the period. Revisor Wealth Management LLC boosted its stake in shares of Schwab US Large-Cap ETF by 0.7% in the first quarter. Revisor Wealth Management LLC now owns 54,692 shares of the company’s stock valued at $1,402,000 after purchasing an additional 377 shares during the period. Sound Stewardship LLC grew its holdings in shares of Schwab US Large-Cap ETF by 2.6% in the fourth quarter. Sound Stewardship LLC now owns 14,789 shares of the company’s stock valued at $398,000 after purchasing an additional 381 shares in the last quarter. Carmel Capital Partners LLC increased its stake in Schwab US Large-Cap ETF by 2.0% during the 1st quarter. Carmel Capital Partners LLC now owns 20,088 shares of the company’s stock worth $515,000 after buying an additional 385 shares during the period. Finally, Traub Capital Management LLC lifted its holdings in Schwab US Large-Cap ETF by 2.6% during the 4th quarter. Traub Capital Management LLC now owns 15,891 shares of the company’s stock worth $428,000 after buying an additional 400 shares in the last quarter.

Schwab US Large-Cap ETF Stock Up 0.8%

Shares of SCHX stock opened at $29.48 on Wednesday. Schwab US Large-Cap ETF has a 52 week low of $24.52 and a 52 week high of $29.95. The stock has a market capitalization of $71.77 billion, a PE ratio of 25.66 and a beta of 1.00. The firm has a 50 day moving average of $29.36 and a two-hundred day moving average of $27.88.

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.