Vermillion Wealth Management Inc. Acquires 33,769 Shares of Schwab US Large-Cap ETF $SCHX

Vermillion Wealth Management Inc. boosted its holdings in shares of Schwab US Large-Cap ETF (NYSEARCA:SCHX) by 51.4% during the 4th quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 99,499 shares of the company’s stock after acquiring an additional 33,769 shares during the period. Schwab US Large-Cap ETF comprises about 1.1% of Vermillion Wealth Management Inc.’s portfolio, making the stock its 16th largest position. Vermillion Wealth Management Inc.’s holdings in Schwab US Large-Cap ETF were worth $2,678,000 at the end of the most recent quarter.

Several other hedge funds and other institutional investors also recently added to or reduced their stakes in the business. GEN Financial Management INC. lifted its position in shares of Schwab US Large-Cap ETF by 24.5% during the fourth quarter. GEN Financial Management INC. now owns 895,830 shares of the company’s stock valued at $24,107,000 after buying 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% during the fourth quarter. Clayton Financial Group LLC now owns 49,587 shares of the company’s stock valued at $1,334,000 after buying an additional 30,112 shares during the last quarter. Farther Finance Advisors LLC lifted its position in shares of Schwab US Large-Cap ETF by 37.4% during the fourth quarter. Farther Finance Advisors LLC now owns 3,972,127 shares of the company’s stock valued at $106,890,000 after buying an additional 1,081,148 shares during the last quarter. Empirical Financial Services LLC d.b.a. Empirical Wealth Management lifted its position in shares of Schwab US Large-Cap ETF by 5.1% during the fourth quarter. Empirical Financial Services LLC d.b.a. Empirical Wealth Management now owns 1,130,533 shares of the company’s stock valued at $30,423,000 after buying an additional 55,088 shares during the last quarter. Finally, Balboa Wealth Partners lifted its position in shares of Schwab US Large-Cap ETF by 91.3% during the fourth quarter. Balboa Wealth Partners now owns 48,444 shares of the company’s stock valued at $1,304,000 after buying an additional 23,116 shares during the last quarter.

Schwab US Large-Cap ETF Stock Performance

SCHX stock opened at $29.05 on Friday. The firm has a market cap of $70.05 billion, a price-to-earnings ratio of 25.66 and a beta of 1.01. The firm has a 50-day simple moving average of $28.07 and a two-hundred day simple moving average of $27.30. Schwab US Large-Cap ETF has a one year low of $21.81 and a one year high of $29.95.

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.