Avantax Planning Partners Inc. Boosts Stock Holdings in Schwab US Large-Cap ETF (NYSEARCA:SCHX)

Avantax Planning Partners Inc. increased its position in shares of Schwab US Large-Cap ETF (NYSEARCA:SCHX) by 199.2% in the 4th quarter, according to its most recent disclosure with the Securities & Exchange Commission. The institutional investor owned 32,567 shares of the company’s stock after purchasing an additional 21,684 shares during the period. Avantax Planning Partners Inc.’s holdings in Schwab US Large-Cap ETF were worth $755,000 as of its most recent SEC filing.

Several other large investors have also recently added to or reduced their stakes in SCHX. US Bancorp DE raised its holdings in Schwab US Large-Cap ETF by 902.4% during the fourth quarter. US Bancorp DE now owns 206,419,096 shares of the company’s stock worth $4,784,795,000 after purchasing an additional 185,825,669 shares in the last quarter. Sage Financial Group Inc. raised its holdings in Schwab US Large-Cap ETF by 197.7% during the fourth quarter. Sage Financial Group Inc. now owns 24,865,286 shares of the company’s stock worth $576,377,000 after purchasing an additional 16,511,474 shares in the last quarter. Campbell Wealth Management raised its holdings in Schwab US Large-Cap ETF by 208.8% during the fourth quarter. Campbell Wealth Management now owns 15,779,897 shares of the company’s stock worth $365,778,000 after purchasing an additional 10,670,574 shares in the last quarter. McAdam LLC raised its holdings in Schwab US Large-Cap ETF by 210.5% during the fourth quarter. McAdam LLC now owns 10,339,604 shares of the company’s stock worth $239,672,000 after purchasing an additional 7,009,351 shares in the last quarter. Finally, Assetmark Inc. increased its holdings in Schwab US Large-Cap ETF by 193.9% in the fourth quarter. Assetmark Inc. now owns 9,208,628 shares of the company’s stock valued at $213,456,000 after buying an additional 6,075,218 shares in the last quarter.

Schwab US Large-Cap ETF Trading Down 0.7 %

Shares of Schwab US Large-Cap ETF stock opened at $21.96 on Wednesday. Schwab US Large-Cap ETF has a 12-month low of $19.50 and a 12-month high of $24.31. The stock has a market cap of $49.41 billion, a PE ratio of 24.44 and a beta of 1.03. The company has a 50-day moving average of $23.58 and a two-hundred day moving average of $23.19.

Schwab US Large-Cap ETF Company 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.