Sugarloaf Wealth Management LLC Boosts Stock Holdings in Schwab US Large-Cap ETF (NYSEARCA:SCHX)

Sugarloaf Wealth Management LLC lifted its position in shares of Schwab US Large-Cap ETF (NYSEARCA:SCHX) by 200.0% in the 4th quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The institutional investor owned 8,808 shares of the company’s stock after acquiring an additional 5,872 shares during the period. Sugarloaf Wealth Management LLC’s holdings in Schwab US Large-Cap ETF were worth $204,000 as of its most recent filing with the Securities & Exchange Commission.

A number of other hedge funds also recently added to or reduced their stakes in SCHX. US Bancorp DE raised its stake in shares of Schwab US Large-Cap ETF by 43.8% in the third quarter. US Bancorp DE now owns 20,593,427 shares of the company’s stock worth $1,397,264,000 after purchasing an additional 6,275,290 shares during the last quarter. HBK Sorce Advisory LLC lifted its stake in Schwab US Large-Cap ETF by 0.7% during the 2nd quarter. HBK Sorce Advisory LLC now owns 10,593,466 shares of the company’s stock valued at $680,640,000 after acquiring an additional 68,856 shares during the period. Cerity Partners LLC lifted its stake in Schwab US Large-Cap ETF by 10.1% during the 3rd quarter. Cerity Partners LLC now owns 6,217,901 shares of the company’s stock valued at $421,885,000 after acquiring an additional 567,858 shares during the period. Wealth Enhancement Advisory Services LLC boosted its holdings in shares of Schwab US Large-Cap ETF by 6.2% during the 4th quarter. Wealth Enhancement Advisory Services LLC now owns 5,976,786 shares of the company’s stock valued at $138,542,000 after acquiring an additional 348,959 shares during the last quarter. Finally, Northwestern Mutual Wealth Management Co. grew its stake in shares of Schwab US Large-Cap ETF by 13.7% in the second quarter. Northwestern Mutual Wealth Management Co. now owns 5,898,131 shares of the company’s stock worth $379,043,000 after acquiring an additional 709,943 shares during the period.

Schwab US Large-Cap ETF Price Performance

Schwab US Large-Cap ETF stock traded down $0.29 during midday trading on Friday, reaching $23.07. 8,928,683 shares of the company traded hands, compared to its average volume of 8,843,023. Schwab US Large-Cap ETF has a 12 month low of $18.56 and a 12 month high of $24.19. The business has a 50 day moving average of $23.57 and a two-hundred day moving average of $22.56. The firm has a market capitalization of $15.04 billion, a price-to-earnings ratio of 26.53 and a beta of 1.02.

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.