Valicenti Advisory Services Inc. Boosts Stock Holdings in Schwab US Large-Cap ETF (NYSEARCA:SCHX)

Valicenti Advisory Services Inc. boosted its position in Schwab US Large-Cap ETF (NYSEARCA:SCHX) by 198.0% during the 4th quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The firm owned 1,337,246 shares of the company’s stock after buying an additional 888,537 shares during the period. Schwab US Large-Cap ETF makes up 7.7% of Valicenti Advisory Services Inc.’s holdings, making the stock its biggest holding. Valicenti Advisory Services Inc. owned about 0.21% of Schwab US Large-Cap ETF worth $30,997,000 at the end of the most recent quarter.

A number of other institutional investors have also bought and sold shares of the company. Brass Tax Wealth Management Inc. bought a new position in Schwab US Large-Cap ETF during the third quarter worth $3,040,000. B. Riley Wealth Advisors Inc. raised its holdings in shares of Schwab US Large-Cap ETF by 4.8% during the third quarter. B. Riley Wealth Advisors Inc. now owns 110,984 shares of the company’s stock valued at $7,469,000 after purchasing an additional 5,035 shares during the period. Howard Capital Management Group LLC bought a new position in shares of Schwab US Large-Cap ETF during the 3rd quarter worth about $209,000. Anchor Investment Management LLC grew its stake in shares of 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 valued at $25,492,000 after buying an additional 28,277 shares during the period. Finally, World Investment Advisors LLC increased its position in Schwab US Large-Cap ETF by 12.5% in the 3rd quarter. World Investment Advisors LLC now owns 50,196 shares of the company’s stock valued at $3,406,000 after buying an additional 5,575 shares in the last quarter.

Schwab US Large-Cap ETF Stock Performance

SCHX stock opened at $23.91 on Wednesday. Schwab US Large-Cap ETF has a fifty-two week low of $19.08 and a fifty-two week high of $24.23. The stock’s 50 day simple moving average is $23.67 and its 200 day simple moving average is $22.75. The company has a market cap of $15.58 billion, a P/E 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.