Planning Alternatives Ltd. ADV Has $10.17 Million Stock Holdings in Schwab US Large-Cap ETF (NYSEARCA:SCHX)

Planning Alternatives Ltd. ADV boosted its stake in Schwab US Large-Cap ETF (NYSEARCA:SCHX) by 189.7% in the fourth quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The firm owned 438,743 shares of the company’s stock after purchasing an additional 287,321 shares during the quarter. Schwab US Large-Cap ETF comprises about 1.6% of Planning Alternatives Ltd. ADV’s holdings, making the stock its 11th biggest position. Planning Alternatives Ltd. ADV owned 0.07% of Schwab US Large-Cap ETF worth $10,170,000 as of its most recent filing with the Securities and Exchange Commission.

A number of other large investors have also bought and sold shares of the stock. US Bancorp DE grew its holdings in Schwab US Large-Cap ETF by 902.4% in 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 during the period. Sage Financial Group Inc. grew its holdings in Schwab US Large-Cap ETF by 197.7% in 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 during the period. Campbell Wealth Management grew its holdings in Schwab US Large-Cap ETF by 208.8% in 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 during the period. McAdam LLC grew its holdings in Schwab US Large-Cap ETF by 210.5% in 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 during the period. Finally, JMG Financial Group Ltd. grew its holdings in Schwab US Large-Cap ETF by 194.4% in the fourth quarter. JMG Financial Group Ltd. now owns 8,298,426 shares of the company’s stock worth $192,358,000 after purchasing an additional 5,480,099 shares during the period.

Schwab US Large-Cap ETF Trading Down 1.8 %

NYSEARCA:SCHX opened at $23.09 on Tuesday. The stock has a market capitalization of $51.72 billion, a price-to-earnings ratio of 26.64 and a beta of 1.02. The firm has a fifty day simple moving average of $23.70 and a two-hundred day simple moving average of $23.17. Schwab US Large-Cap ETF has a 12 month low of $19.50 and a 12 month 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.