Kavar Capital Partners Group LLC increased its position in Schwab US Large-Cap ETF (NYSEARCA:SCHX – Free Report) by 2.9% in the 1st quarter, according to its most recent disclosure with the Securities and Exchange Commission. The firm owned 1,714,405 shares of the company’s stock after purchasing an additional 47,608 shares during the quarter. Schwab US Large-Cap ETF accounts for 5.5% of Kavar Capital Partners Group LLC’s portfolio, making the stock its 2nd largest position. Kavar Capital Partners Group LLC owned 0.07% of Schwab US Large-Cap ETF worth $43,957,000 at the end of the most recent quarter.
A number of other large investors have also added to or reduced their stakes in the company. Corient Private Wealth LLC increased its stake in Schwab US Large-Cap ETF by 163.9% during the second quarter. Corient Private Wealth LLC now owns 12,518,206 shares of the company’s stock valued at $306,087,000 after purchasing an additional 7,775,179 shares during the last quarter. EP Wealth Advisors LLC acquired a new stake in shares of Schwab US Large-Cap ETF during the fourth quarter worth $86,562,000. Fund Evaluation Group LLC lifted its position in shares of Schwab US Large-Cap ETF by 32.4% in the 4th quarter. Fund Evaluation Group LLC now owns 9,492,565 shares of the company’s stock worth $255,445,000 after buying an additional 2,325,216 shares during the last quarter. Moneta Group Investment Advisors LLC lifted its position in shares of Schwab US Large-Cap ETF by 5.5% in the 3rd quarter. Moneta Group Investment Advisors LLC now owns 34,779,046 shares of the company’s stock worth $916,080,000 after buying an additional 1,808,743 shares during the last quarter. Finally, Modern Wealth Management LLC lifted its position in shares of Schwab US Large-Cap ETF by 3,179.2% in the 3rd quarter. Modern Wealth Management LLC now owns 1,815,186 shares of the company’s stock worth $47,812,000 after buying an additional 1,759,832 shares during the last quarter.
Schwab US Large-Cap ETF Stock Performance
NYSEARCA SCHX opened at $29.49 on Friday. Schwab US Large-Cap ETF has a one year low of $23.50 and a one year high of $29.95. The company has a 50-day simple moving average of $28.77 and a 200-day simple moving average of $27.50. The firm has a market capitalization of $71.11 billion, a PE ratio of 25.66 and a beta of 1.01.
About Schwab US Large-Cap ETF
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.
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