Lee Financial Co Has $8.10 Million Stock Holdings in Schwab US Large-Cap ETF (NYSEARCA:SCHX)

Lee Financial Co increased its position in shares of Schwab US Large-Cap ETF (NYSEARCA:SCHX) by 195.4% during the fourth quarter, according to the company in its most recent 13F filing with the SEC. The firm owned 349,250 shares of the company’s stock after buying an additional 231,028 shares during the quarter. Schwab US Large-Cap ETF comprises about 1.1% of Lee Financial Co’s portfolio, making the stock its 14th biggest position. Lee Financial Co owned approximately 0.05% of Schwab US Large-Cap ETF worth $8,096,000 at the end of the most recent reporting period.

Other institutional investors and hedge funds have also added to or reduced their stakes in the company. Concourse Financial Group Securities Inc. grew its holdings in shares of Schwab US Large-Cap ETF by 224.3% during 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 during the last quarter. Cornerstone Planning Group LLC lifted its position in Schwab US Large-Cap ETF by 200.8% in the 3rd quarter. Cornerstone Planning Group LLC now owns 791 shares of the company’s stock valued at $54,000 after acquiring an additional 528 shares in the last quarter. McClarren Financial Advisors Inc. acquired a new position in Schwab US Large-Cap ETF during the 4th quarter valued at about $25,000. Reston Wealth Management LLC acquired a new position in Schwab US Large-Cap ETF during the 3rd quarter valued at about $85,000. Finally, Versant Capital Management Inc increased its holdings in 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 worth $29,000 after purchasing an additional 842 shares in the last quarter.

Schwab US Large-Cap ETF Stock Up 0.0 %

SCHX stock opened at $24.20 on Friday. The firm has a market capitalization of $15.78 billion, a PE ratio of 26.53 and a beta of 1.02. Schwab US Large-Cap ETF has a twelve month low of $19.50 and a twelve month high of $24.23. The stock’s 50 day moving average is $23.70 and its 200-day moving average is $22.94.

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.