Schwab US Large-Cap ETF $SCHX Shares Acquired by IMA Advisory Services Inc.

IMA Advisory Services Inc. lifted its holdings in Schwab US Large-Cap ETF (NYSEARCA:SCHX) by 3.6% during the 1st quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The institutional investor owned 1,851,852 shares of the company’s stock after buying an additional 63,740 shares during the period. Schwab US Large-Cap ETF makes up 4.6% of IMA Advisory Services Inc.’s holdings, making the stock its 5th biggest position. IMA Advisory Services Inc. owned 0.08% of Schwab US Large-Cap ETF worth $47,482,000 as of its most recent SEC filing.

Other institutional investors and hedge funds have also recently bought and sold shares of the company. Moneta Group Investment Advisors LLC raised its holdings in Schwab US Large-Cap ETF by 3.0% in the 4th quarter. Moneta Group Investment Advisors LLC now owns 35,831,024 shares of the company’s stock valued at $964,213,000 after acquiring an additional 1,051,978 shares during the last quarter. HBK Sorce Advisory LLC lifted its stake in Schwab US Large-Cap ETF by 1.3% in the 4th quarter. HBK Sorce Advisory LLC now owns 34,479,165 shares of the company’s stock worth $939,212,000 after purchasing an additional 437,374 shares in the last quarter. Northwestern Mutual Wealth Management Co. boosted its holdings in shares of Schwab US Large-Cap ETF by 5.3% during the 4th quarter. Northwestern Mutual Wealth Management Co. now owns 30,984,972 shares of the company’s stock worth $833,806,000 after purchasing an additional 1,546,669 shares during the last quarter. Captrust Financial Advisors boosted its holdings in shares of Schwab US Large-Cap ETF by 5.6% during the 4th quarter. Captrust Financial Advisors now owns 19,522,489 shares of the company’s stock worth $525,350,000 after purchasing an additional 1,039,540 shares during the last quarter. Finally, Cerity Partners LLC grew its position in shares of Schwab US Large-Cap ETF by 0.7% in the fourth quarter. Cerity Partners LLC now owns 18,990,659 shares of the company’s stock valued at $511,039,000 after purchasing an additional 126,434 shares in the last quarter.

Schwab US Large-Cap ETF Stock Performance

NYSEARCA:SCHX opened at $29.31 on Friday. Schwab US Large-Cap ETF has a one year low of $24.52 and a one year high of $29.95. The stock has a market cap of $71.36 billion, a PE ratio of 25.66 and a beta of 1.00. The stock has a 50 day moving average price of $29.35 and a 200 day moving average price of $27.84.

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.