Paradigm Financial Partners LLC Has $2.93 Million Holdings in Schwab US Large-Cap ETF (NYSEARCA:SCHX)

Paradigm Financial Partners LLC boosted its holdings in shares of Schwab US Large-Cap ETF (NYSEARCA:SCHX) by 14.2% during the fourth quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The fund owned 51,898 shares of the company’s stock after buying an additional 6,437 shares during the quarter. Paradigm Financial Partners LLC’s holdings in Schwab US Large-Cap ETF were worth $2,927,000 at the end of the most recent reporting period.

Several other institutional investors and hedge funds have also recently bought and sold shares of SCHX. Global Retirement Partners LLC grew its position in shares of Schwab US Large-Cap ETF by 0.6% in the fourth quarter. Global Retirement Partners LLC now owns 30,017 shares of the company’s stock valued at $1,690,000 after purchasing an additional 193 shares during the last quarter. Capital Investment Advisory Services LLC increased its position in Schwab US Large-Cap ETF by 4.7% during the fourth quarter. Capital Investment Advisory Services LLC now owns 4,858 shares of the company’s stock worth $274,000 after acquiring an additional 218 shares during the period. DAVENPORT & Co LLC grew its position in shares of Schwab US Large-Cap ETF by 5.7% during the 3rd quarter. DAVENPORT & Co LLC now owns 4,070 shares of the company’s stock worth $206,000 after purchasing an additional 221 shares in the last quarter. Atticus Wealth Management LLC increased its holdings in shares of Schwab US Large-Cap ETF by 12.5% during the third quarter. Atticus Wealth Management LLC now owns 2,001 shares of the company’s stock worth $101,000 after purchasing an additional 223 shares during the period. Finally, United Asset Strategies Inc. boosted its stake in shares of Schwab US Large-Cap ETF by 5.4% in the fourth quarter. United Asset Strategies Inc. now owns 4,525 shares of the company’s stock valued at $255,000 after buying an additional 230 shares during the period.

Schwab US Large-Cap ETF Price Performance

Schwab US Large-Cap ETF stock traded up $0.55 during mid-day trading on Friday, reaching $60.28. 1,049,935 shares of the company were exchanged, compared to its average volume of 1,826,893. The firm has a market cap of $39.12 billion, a PE ratio of 25.47 and a beta of 1.02. The company has a fifty day simple moving average of $60.68 and a 200-day simple moving average of $56.79. Schwab US Large-Cap ETF has a 12 month low of $47.57 and a 12 month high of $62.24.

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.