VSM Wealth Advisory LLC Takes $8.54 Million Position in Schwab US Large-Cap ETF (NYSEARCA:SCHX)

VSM Wealth Advisory LLC acquired a new stake in shares of Schwab US Large-Cap ETF (NYSEARCA:SCHX) during the 4th quarter, according to its most recent filing with the SEC. The institutional investor acquired 368,539 shares of the company’s stock, valued at approximately $8,543,000. Schwab US Large-Cap ETF comprises approximately 3.0% of VSM Wealth Advisory LLC’s investment portfolio, making the stock its 10th biggest position.

Several other institutional investors have also recently modified their holdings of the company. Compass Ion Advisors LLC increased its position in shares of Schwab US Large-Cap ETF by 196.3% during the 4th quarter. Compass Ion Advisors LLC now owns 104,657 shares of the company’s stock valued at $2,426,000 after purchasing an additional 69,331 shares during the last quarter. ProVise Management Group LLC increased its position in shares of Schwab US Large-Cap ETF by 200.0% during the 4th quarter. ProVise Management Group LLC now owns 17,047 shares of the company’s stock valued at $395,000 after purchasing an additional 11,364 shares during the last quarter. Evoke Wealth LLC increased its position in shares of Schwab US Large-Cap ETF by 200.0% during the 4th quarter. Evoke Wealth LLC now owns 57,036 shares of the company’s stock valued at $1,322,000 after purchasing an additional 38,024 shares during the last quarter. Carlson Capital Management increased its position in shares of Schwab US Large-Cap ETF by 200.0% during the 4th quarter. Carlson Capital Management now owns 31,392 shares of the company’s stock valued at $728,000 after purchasing an additional 20,928 shares during the last quarter. Finally, Thrivent Financial for Lutherans boosted its holdings in Schwab US Large-Cap ETF by 145.3% during the 4th quarter. Thrivent Financial for Lutherans now owns 38,945 shares of the company’s stock valued at $903,000 after acquiring an additional 23,067 shares during the period.

Schwab US Large-Cap ETF Price Performance

Shares of SCHX stock opened at $22.16 on Wednesday. The stock has a market capitalization of $49.86 billion, a PE ratio of 24.44 and a beta of 1.03. Schwab US Large-Cap ETF has a 1-year low of $19.50 and a 1-year high of $24.31. The business has a 50-day moving average of $23.46 and a 200 day moving average of $23.19.

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.