Windsor Advisory Group LLC Makes New $5.77 Million Investment in Schwab US Large-Cap ETF $SCHX

Windsor Advisory Group LLC purchased a new stake in shares of Schwab US Large-Cap ETF (NYSEARCA:SCHX) during the first quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The firm purchased 225,196 shares of the company’s stock, valued at approximately $5,774,000. Schwab US Large-Cap ETF accounts for about 4.8% of Windsor Advisory Group LLC’s portfolio, making the stock its 6th biggest position.

Several other large investors have also made changes to their positions in the business. IFC & Insurance Marketing Inc. bought a new position in shares of Schwab US Large-Cap ETF in the fourth quarter worth about $25,000. Measured Wealth Private Client Group LLC bought a new stake in Schwab US Large-Cap ETF during the 3rd quarter valued at approximately $26,000. Optima Capital LLC bought a new stake in Schwab US Large-Cap ETF during the 4th quarter valued at approximately $29,000. Tidemark LLC lifted its holdings in Schwab US Large-Cap ETF by 474.3% in the 4th quarter. Tidemark LLC now owns 1,275 shares of the company’s stock worth $34,000 after purchasing an additional 1,053 shares in the last quarter. Finally, Signature Resources Capital Management LLC lifted its holdings in Schwab US Large-Cap ETF by 510.5% in the 1st quarter. Signature Resources Capital Management LLC now owns 1,337 shares of the company’s stock worth $34,000 after purchasing an additional 1,118 shares in the last quarter.

Schwab US Large-Cap ETF Price Performance

SCHX stock opened at $29.12 on Friday. Schwab US Large-Cap ETF has a 1-year low of $24.52 and a 1-year high of $29.95. The company has a market capitalization of $71.01 billion, a price-to-earnings ratio of 25.66 and a beta of 1.00. The business has a 50 day simple moving average of $29.36 and a two-hundred day simple moving average of $27.92.

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.