Empirical Financial Services LLC d.b.a. Empirical Wealth Management Boosts Stock Position in Schwab US Large-Cap ETF (NYSEARCA:SCHX)

Empirical Financial Services LLC d.b.a. Empirical Wealth Management lifted its holdings in Schwab US Large-Cap ETF (NYSEARCA:SCHX) by 197.0% in the fourth quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The institutional investor owned 686,129 shares of the company’s stock after purchasing an additional 455,139 shares during the quarter. Empirical Financial Services LLC d.b.a. Empirical Wealth Management’s holdings in Schwab US Large-Cap ETF were worth $15,904,000 as of its most recent SEC filing.

Other large investors have also modified their holdings of the company. Brass Tax Wealth Management Inc. acquired a new position in shares of Schwab US Large-Cap ETF in the third quarter valued at about $3,040,000. B. Riley Wealth Advisors Inc. boosted its stake in shares of Schwab US Large-Cap ETF by 4.8% during the 3rd quarter. B. Riley Wealth Advisors Inc. now owns 110,984 shares of the company’s stock worth $7,469,000 after acquiring an additional 5,035 shares in the last quarter. Howard Capital Management Group LLC acquired a new stake in Schwab US Large-Cap ETF in the third quarter valued at approximately $209,000. Anchor Investment Management LLC increased its holdings in Schwab US Large-Cap ETF by 8.1% in the 3rd quarter. Anchor Investment Management LLC now owns 375,706 shares of the company’s stock worth $25,492,000 after acquiring an additional 28,277 shares in the last quarter. Finally, World Investment Advisors LLC increased its stake in shares of Schwab US Large-Cap ETF by 12.5% during the third quarter. World Investment Advisors LLC now owns 50,196 shares of the company’s stock worth $3,406,000 after purchasing an additional 5,575 shares in the last quarter.

Schwab US Large-Cap ETF Price Performance

NYSEARCA SCHX opened at $24.13 on Monday. Schwab US Large-Cap ETF has a 1-year low of $19.08 and a 1-year high of $24.23. The stock’s 50 day simple moving average is $23.64 and its 200-day simple moving average is $22.72. The company has a market cap of $15.73 billion, a PE ratio of 26.53 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.