Schwab US Large-Cap ETF (NYSEARCA:SCHX) Shares Purchased by Black Diamond Financial LLC

Black Diamond Financial LLC boosted its holdings in shares of Schwab US Large-Cap ETF (NYSEARCA:SCHX) by 197.6% in the fourth quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The institutional investor owned 818,192 shares of the company’s stock after purchasing an additional 543,256 shares during the period. Schwab US Large-Cap ETF accounts for approximately 2.8% of Black Diamond Financial LLC’s holdings, making the stock its 9th largest holding. Black Diamond Financial LLC owned approximately 0.13% of Schwab US Large-Cap ETF worth $18,966,000 at the end of the most recent quarter.

A number of other hedge funds and other institutional investors have also recently bought and sold shares of the business. Delta Financial Group Inc. acquired a new stake in Schwab US Large-Cap ETF during the 4th quarter valued at $553,000. Summit Asset Management LLC increased its holdings in Schwab US Large-Cap ETF by 200.0% during the 4th quarter. Summit Asset Management LLC now owns 35,475 shares of the company’s stock valued at $822,000 after purchasing an additional 23,650 shares in the last quarter. Cabot Wealth Management Inc. increased its holdings in Schwab US Large-Cap ETF by 196.8% during the 4th quarter. Cabot Wealth Management Inc. now owns 113,456 shares of the company’s stock valued at $2,630,000 after purchasing an additional 75,229 shares in the last quarter. Stevens Capital Partners increased its holdings in Schwab US Large-Cap ETF by 275.7% during the 4th quarter. Stevens Capital Partners now owns 145,325 shares of the company’s stock valued at $3,369,000 after purchasing an additional 106,640 shares in the last quarter. Finally, Sigma Investment Counselors Inc. increased its holdings in Schwab US Large-Cap ETF by 203.6% during the 4th quarter. Sigma Investment Counselors Inc. now owns 209,436 shares of the company’s stock valued at $4,855,000 after purchasing an additional 140,459 shares in the last quarter.

Schwab US Large-Cap ETF Price Performance

SCHX stock opened at $23.75 on Monday. The stock has a market capitalization of $53.20 billion, a price-to-earnings ratio of 26.64 and a beta of 1.02. The business has a fifty day moving average price of $23.72 and a 200 day moving average price of $23.08. Schwab US Large-Cap ETF has a fifty-two week low of $19.50 and a fifty-two week high of $24.31.

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.