Oakwell Private Wealth Management LLC Increases Position in Schwab US Large-Cap ETF (NYSEARCA:SCHX)

Oakwell Private Wealth Management LLC raised its position in shares of Schwab US Large-Cap ETF (NYSEARCA:SCHX) by 195.8% in the fourth quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The institutional investor owned 332,563 shares of the company’s stock after purchasing an additional 220,136 shares during the period. Schwab US Large-Cap ETF comprises 2.2% of Oakwell Private Wealth Management LLC’s portfolio, making the stock its 9th biggest position. Oakwell Private Wealth Management LLC’s holdings in Schwab US Large-Cap ETF were worth $7,709,000 at the end of the most recent reporting period.

Several other hedge funds have also made changes to their positions in SCHX. Howard Capital Management Group LLC bought a new position in shares of Schwab US Large-Cap ETF during the third quarter valued at approximately $209,000. PFG Investments LLC bought a new stake in Schwab US Large-Cap ETF during the 3rd quarter valued at $203,000. Worth Financial Advisory Group LLC boosted its position in Schwab US Large-Cap ETF by 22.7% during the 3rd quarter. Worth Financial Advisory Group LLC now owns 4,925 shares of the company’s stock valued at $334,000 after acquiring an additional 910 shares in the last quarter. Cantor Fitzgerald Investment Advisors L.P. increased its holdings in shares of Schwab US Large-Cap ETF by 81.3% in the 3rd quarter. Cantor Fitzgerald Investment Advisors L.P. now owns 317,402 shares of the company’s stock valued at $21,536,000 after acquiring an additional 142,369 shares during the period. Finally, Diversify Advisory Services LLC raised its position in shares of Schwab US Large-Cap ETF by 250.3% in the 3rd quarter. Diversify Advisory Services LLC now owns 127,270 shares of the company’s stock worth $8,635,000 after acquiring an additional 90,938 shares in the last quarter.

Schwab US Large-Cap ETF Price Performance

Shares of NYSEARCA SCHX opened at $23.50 on Wednesday. Schwab US Large-Cap ETF has a 1-year low of $19.50 and a 1-year high of $24.31. The business has a fifty day moving average price of $23.70 and a 200 day moving average price of $23.11. The stock has a market capitalization of $52.64 billion, a P/E ratio of 26.64 and a beta of 1.02.

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.