Schwab US Large-Cap ETF $SCHX Stake Increased by Sims Investment Management LLC

Sims Investment Management LLC boosted its position in Schwab US Large-Cap ETF (NYSEARCA:SCHX) by 1.7% in the 4th quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The fund owned 3,420,432 shares of the company’s stock after purchasing an additional 57,063 shares during the period. Schwab US Large-Cap ETF makes up approximately 32.5% of Sims Investment Management LLC’s investment portfolio, making the stock its biggest holding. Sims Investment Management LLC owned approximately 0.15% of Schwab US Large-Cap ETF worth $92,044,000 at the end of the most recent quarter.

Other large investors have also modified their holdings of the company. Measured Wealth Private Client Group LLC purchased a new stake in shares of Schwab US Large-Cap ETF in the third quarter worth approximately $26,000. DiNuzzo Private Wealth Inc. lifted 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 worth $28,000 after acquiring an additional 415 shares during the last quarter. Ransom Advisory Ltd purchased a new position in Schwab US Large-Cap ETF during the 4th quarter valued at $40,000. First Command Advisory Services Inc. purchased a new position in Schwab US Large-Cap ETF during the 3rd quarter valued at $43,000. Finally, Manning & Napier Advisors LLC grew its position in Schwab US Large-Cap ETF by 31.4% in the 3rd quarter. Manning & Napier Advisors LLC now owns 1,693 shares of the company’s stock valued at $45,000 after acquiring an additional 405 shares during the last quarter.

Schwab US Large-Cap ETF Stock Up 0.1%

SCHX stock opened at $25.86 on Friday. The business’s fifty day simple moving average is $26.67 and its two-hundred day simple moving average is $26.72. Schwab US Large-Cap ETF has a twelve month low of $19.00 and a twelve month high of $27.54. The firm has a market cap of $61.13 billion, a price-to-earnings 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.