Asset Planning Services Inc. LA ADV Has $4.06 Million Stake in Schwab US Large-Cap ETF (NYSEARCA:SCHX)

Asset Planning Services Inc. LA ADV boosted its stake in shares of Schwab US Large-Cap ETF (NYSEARCA:SCHX) by 203.8% in the 4th quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 175,135 shares of the company’s stock after acquiring an additional 117,481 shares during the quarter. Schwab US Large-Cap ETF accounts for 2.0% of Asset Planning Services Inc. LA ADV’s portfolio, making the stock its 23rd largest position. Asset Planning Services Inc. LA ADV’s holdings in Schwab US Large-Cap ETF were worth $4,060,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

Other hedge funds and other institutional investors also recently made changes to their positions in the company. Walker Financial Services Inc. increased its holdings in Schwab US Large-Cap ETF by 1.2% during the 3rd quarter. Walker Financial Services Inc. now owns 13,918 shares of the company’s stock valued at $944,000 after purchasing an additional 159 shares in the last quarter. Ignite Planners LLC grew its holdings in shares of Schwab US Large-Cap ETF by 0.3% during the third quarter. Ignite Planners LLC now owns 56,377 shares of the company’s stock worth $3,825,000 after purchasing an additional 170 shares during the last quarter. Concourse Financial Group Securities Inc. increased its stake in shares of Schwab US Large-Cap ETF by 224.3% in the third quarter. Concourse Financial Group Securities Inc. now owns 373 shares of the company’s stock valued at $25,000 after buying an additional 258 shares in the last quarter. Elgethun Capital Management increased its stake in shares of Schwab US Large-Cap ETF by 0.8% in the second quarter. Elgethun Capital Management now owns 41,264 shares of the company’s stock valued at $2,651,000 after buying an additional 310 shares in the last quarter. Finally, Sfmg LLC raised its holdings in shares of Schwab US Large-Cap ETF by 0.4% in the second quarter. Sfmg LLC now owns 95,108 shares of the company’s stock valued at $6,111,000 after buying an additional 393 shares during the last quarter.

Schwab US Large-Cap ETF Stock Up 0.5 %

Shares of NYSEARCA:SCHX opened at $24.07 on Thursday. The firm has a market cap of $15.69 billion, a P/E ratio of 26.53 and a beta of 1.02. Schwab US Large-Cap ETF has a 12 month low of $19.08 and a 12 month high of $24.19. The company’s 50-day moving average price is $23.60 and its two-hundred day moving average price is $22.68.

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.