Compass Ion Advisors LLC Boosts Holdings in Schwab US Large-Cap ETF (NYSEARCA:SCHX)

Compass Ion Advisors LLC lifted its stake in Schwab US Large-Cap ETF (NYSEARCA:SCHX) by 196.3% in the 4th quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund owned 104,657 shares of the company’s stock after purchasing an additional 69,331 shares during the quarter. Compass Ion Advisors LLC’s holdings in Schwab US Large-Cap ETF were worth $2,426,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

Several other large investors have also recently modified their holdings of the stock. McClarren Financial Advisors Inc. purchased a new position in shares of Schwab US Large-Cap ETF during the 4th quarter valued at about $25,000. Versant Capital Management Inc lifted its position in shares of Schwab US Large-Cap ETF by 201.0% during the 4th quarter. Versant Capital Management Inc now owns 1,261 shares of the company’s stock valued at $29,000 after buying an additional 842 shares in the last quarter. IFS Advisors LLC purchased a new position in shares of Schwab US Large-Cap ETF during the 4th quarter valued at about $30,000. Princeton Global Asset Management LLC lifted its position in shares of Schwab US Large-Cap ETF by 200.7% during the 4th quarter. Princeton Global Asset Management LLC now owns 1,299 shares of the company’s stock valued at $30,000 after buying an additional 867 shares in the last quarter. Finally, Brooklyn Investment Group purchased a new position in shares of Schwab US Large-Cap ETF during the 4th quarter valued at about $32,000.

Schwab US Large-Cap ETF Stock Down 1.1 %

SCHX stock opened at $22.16 on Wednesday. The business’s 50-day moving average price is $23.46 and its 200-day moving average price is $23.19. Schwab US Large-Cap ETF has a twelve month low of $19.50 and a twelve month high of $24.31. The stock has a market cap of $49.86 billion, a P/E ratio of 24.44 and a beta of 1.03.

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.