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

Windsor Advisory Group LLC acquired a new stake in shares of Schwab US Large-Cap ETF (NYSEARCA:SCHX) in the 1st quarter, Holdings Channel.com reports. The fund acquired 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 largest position.

Other hedge funds and other institutional investors have also made changes to their positions in the company. IFC & Insurance Marketing Inc. purchased a new position in shares of Schwab US Large-Cap ETF during the fourth quarter valued at about $25,000. Measured Wealth Private Client Group LLC purchased a new stake in shares of Schwab US Large-Cap ETF in the third quarter worth about $26,000. Optima Capital LLC purchased a new stake in shares of Schwab US Large-Cap ETF in the fourth quarter worth about $29,000. Tidemark LLC boosted its stake in Schwab US Large-Cap ETF by 474.3% during the fourth quarter. Tidemark LLC now owns 1,275 shares of the company’s stock valued at $34,000 after buying an additional 1,053 shares during the last quarter. Finally, Signature Resources Capital Management LLC boosted its stake in Schwab US Large-Cap ETF by 510.5% during the first quarter. Signature Resources Capital Management LLC now owns 1,337 shares of the company’s stock valued at $34,000 after buying an additional 1,118 shares during the last quarter.

Schwab US Large-Cap ETF Price Performance

NYSEARCA SCHX opened at $29.12 on Friday. The stock has a market capitalization of $71.01 billion, a PE 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 has a 1-year low of $24.52 and a 1-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.