Nations Financial Group Inc. IA ADV Boosts Stock Position in Schwab US Large-Cap ETF $SCHX

Nations Financial Group Inc. IA ADV grew its position in shares of Schwab US Large-Cap ETF (NYSEARCA:SCHX) by 6.9% during the 1st quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The fund owned 471,088 shares of the company’s stock after purchasing an additional 30,382 shares during the quarter. Schwab US Large-Cap ETF makes up about 0.6% of Nations Financial Group Inc. IA ADV’s investment portfolio, making the stock its 28th largest position. Nations Financial Group Inc. IA ADV’s holdings in Schwab US Large-Cap ETF were worth $12,079,000 at the end of the most recent reporting period.

A number of other large investors also recently modified their holdings of SCHX. Brady Martz Wealth Solutions LLC bought a new position in Schwab US Large-Cap ETF during the first quarter valued at approximately $225,000. Aspen Investment Management Inc lifted its holdings in shares of Schwab US Large-Cap ETF by 9.2% in the 1st quarter. Aspen Investment Management Inc now owns 85,740 shares of the company’s stock worth $2,198,000 after acquiring an additional 7,243 shares during the last quarter. J. Derek Lewis & Associates Inc. bought a new stake in shares of Schwab US Large-Cap ETF in the 4th quarter worth approximately $268,000. Cornerstone Planning LLC purchased a new stake in shares of Schwab US Large-Cap ETF in the 4th quarter valued at $19,684,000. Finally, Rockefeller Capital Management L.P. boosted its stake in shares of Schwab US Large-Cap ETF by 1.2% in the 4th quarter. Rockefeller Capital Management L.P. now owns 669,805 shares of the company’s stock valued at $18,024,000 after purchasing an additional 8,163 shares in the last quarter.

Schwab US Large-Cap ETF Stock Performance

SCHX stock opened at $29.49 on Friday. Schwab US Large-Cap ETF has a 52 week low of $23.50 and a 52 week high of $29.95. The firm’s fifty day moving average is $28.77 and its 200 day moving average is $27.50. The firm has a market cap of $71.11 billion, a P/E ratio of 25.66 and a beta of 1.01.

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. 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.