Win Advisors Inc. Takes Position in Schwab US Large-Cap ETF $SCHX

Win Advisors Inc. bought a new position in Schwab US Large-Cap ETF (NYSEARCA:SCHX) in the third quarter, according to the company in its most recent 13F filing with the SEC. The fund bought 102,882 shares of the company’s stock, valued at approximately $2,710,000. Schwab US Large-Cap ETF comprises approximately 1.3% of Win Advisors Inc.’s holdings, making the stock its 15th biggest holding.

A number of other large investors have also bought and sold shares of the stock. Independent Advisor Alliance raised its position in Schwab US Large-Cap ETF by 1.1% during the 3rd quarter. Independent Advisor Alliance now owns 35,309 shares of the company’s stock valued at $930,000 after purchasing an additional 392 shares during the last quarter. Snowden Capital Advisors LLC lifted its stake in shares of Schwab US Large-Cap ETF by 3.3% in the second quarter. Snowden Capital Advisors LLC now owns 12,522 shares of the company’s stock worth $306,000 after buying an additional 402 shares in the last quarter. Manning & Napier Advisors LLC lifted its holdings in shares of Schwab US Large-Cap ETF by 31.4% during the third quarter. Manning & Napier Advisors LLC now owns 1,693 shares of the company’s stock valued at $45,000 after purchasing an additional 405 shares in the last quarter. CM Wealth Advisors LLC boosted its holdings in Schwab US Large-Cap ETF by 1.3% in the second quarter. CM Wealth Advisors LLC now owns 32,538 shares of the company’s stock worth $795,000 after purchasing an additional 414 shares during the last quarter. Finally, DiNuzzo Private Wealth Inc. grew its stake in shares of Schwab US Large-Cap ETF by 61.2% during the 3rd quarter. DiNuzzo Private Wealth Inc. now owns 1,093 shares of the company’s stock valued at $28,000 after purchasing an additional 415 shares during the period.

Schwab US Large-Cap ETF Price Performance

Shares of SCHX stock opened at $27.24 on Monday. The firm has a fifty day moving average price of $27.08 and a 200-day moving average price of $26.36. The company has a market cap of $64.39 billion, a price-to-earnings ratio of 25.66 and a beta of 1.01. Schwab US Large-Cap ETF has a 1 year low of $19.00 and a 1 year high of $27.54.

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.