Lutz Financial Services LLC Acquires 372,515 Shares of Schwab US Large-Cap ETF (NYSEARCA:SCHX)

Lutz Financial Services LLC increased its holdings in Schwab US Large-Cap ETF (NYSEARCA:SCHX) by 189.6% in the 4th quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The institutional investor owned 569,034 shares of the company’s stock after acquiring an additional 372,515 shares during the period. Schwab US Large-Cap ETF comprises approximately 1.1% of Lutz Financial Services LLC’s portfolio, making the stock its 27th biggest holding. Lutz Financial Services LLC owned about 0.09% of Schwab US Large-Cap ETF worth $13,190,000 at the end of the most recent quarter.

Other institutional investors also recently modified their holdings of the company. Cornerstone Planning Group LLC grew its holdings in shares of Schwab US Large-Cap ETF by 200.8% in the third quarter. Cornerstone Planning Group LLC now owns 791 shares of the company’s stock valued at $54,000 after acquiring an additional 528 shares in the last quarter. McClarren Financial Advisors Inc. bought a new position in shares of Schwab US Large-Cap ETF in the fourth quarter valued at approximately $25,000. Reston Wealth Management LLC bought a new position in shares of Schwab US Large-Cap ETF in the third quarter valued at approximately $85,000. Versant Capital Management Inc grew its holdings in Schwab US Large-Cap ETF by 201.0% during the fourth quarter. Versant Capital Management Inc now owns 1,261 shares of the company’s stock valued at $29,000 after purchasing an additional 842 shares during the period. Finally, Princeton Global Asset Management LLC grew its holdings in Schwab US Large-Cap ETF by 200.7% during the fourth quarter. Princeton Global Asset Management LLC now owns 1,299 shares of the company’s stock valued at $30,000 after purchasing an additional 867 shares during the period.

Schwab US Large-Cap ETF Trading Down 1.8 %

Shares of NYSEARCA SCHX opened at $23.75 on Friday. The stock has a fifty day simple moving average of $23.72 and a two-hundred day simple moving average of $23.06. Schwab US Large-Cap ETF has a 1-year low of $19.50 and a 1-year high of $24.31. The firm has a market cap of $53.20 billion, a price-to-earnings ratio of 26.64 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.