Dumont & Blake Investment Advisors LLC Takes Position in Schwab US Large-Cap ETF (NYSEARCA:SCHX)

Dumont & Blake Investment Advisors LLC acquired a new stake in shares of Schwab US Large-Cap ETF (NYSEARCA:SCHX) during the first quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The fund acquired 6,889 shares of the company’s stock, valued at approximately $428,000.

Other institutional investors have also bought and sold shares of the company. Facet Wealth Inc. raised its position in shares of Schwab US Large-Cap ETF by 4.3% during the 4th quarter. Facet Wealth Inc. now owns 16,004 shares of the company’s stock worth $937,000 after buying an additional 662 shares in the last quarter. Somerset Group LLC increased its stake in shares of Schwab US Large-Cap ETF by 4.4% during the fourth quarter. Somerset Group LLC now owns 44,216 shares of the company’s stock valued at $2,494,000 after acquiring an additional 1,846 shares during the period. Fusion Capital LLC raised its holdings in Schwab US Large-Cap ETF by 4.8% during the fourth quarter. Fusion Capital LLC now owns 6,205 shares of the company’s stock worth $350,000 after purchasing an additional 285 shares in the last quarter. Tradewinds Capital Management LLC lifted its position in Schwab US Large-Cap ETF by 11,142.9% in the fourth quarter. Tradewinds Capital Management LLC now owns 530,778 shares of the company’s stock worth $29,936,000 after purchasing an additional 526,057 shares during the period. Finally, Gordian Advisors LLC acquired a new stake in Schwab US Large-Cap ETF in the fourth quarter worth approximately $26,081,000.

Schwab US Large-Cap ETF Stock Performance

Shares of SCHX stock traded down $0.26 during mid-day trading on Friday, hitting $64.25. 2,362,195 shares of the stock traded hands, compared to its average volume of 1,738,162. Schwab US Large-Cap ETF has a twelve month low of $48.31 and a twelve month high of $64.99. The company’s 50-day simple moving average is $62.45 and its 200-day simple moving average is $60.13. The firm has a market cap of $41.88 billion, a price-to-earnings ratio of 26.53 and a beta of 1.02.

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.