Pacific Capital Wealth Advisors Inc. Has $7.81 Million Stake in Schwab US Large-Cap ETF (NYSEARCA:SCHX)

Pacific Capital Wealth Advisors Inc. boosted its position in shares of Schwab US Large-Cap ETF (NYSEARCA:SCHX) by 1.3% during the 1st quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The institutional investor owned 353,904 shares of the company’s stock after acquiring an additional 4,406 shares during the quarter. Schwab US Large-Cap ETF accounts for approximately 1.4% of Pacific Capital Wealth Advisors Inc.’s investment portfolio, making the stock its 14th biggest holding. Pacific Capital Wealth Advisors Inc.’s holdings in Schwab US Large-Cap ETF were worth $7,814,000 at the end of the most recent reporting period.

Several other institutional investors and hedge funds have also recently added to or reduced their stakes in SCHX. Lesa Sroufe & Co bought a new position in Schwab US Large-Cap ETF during the first quarter worth about $438,000. Robertson Stephens Wealth Management LLC boosted its stake in shares of Schwab US Large-Cap ETF by 3.2% in the 1st quarter. Robertson Stephens Wealth Management LLC now owns 47,204 shares of the company’s stock valued at $1,042,000 after purchasing an additional 1,459 shares in the last quarter. Searcy Financial Services Inc. ADV acquired a new stake in shares of Schwab US Large-Cap ETF in the 1st quarter valued at approximately $24,042,000. QRG Capital Management Inc. grew its holdings in Schwab US Large-Cap ETF by 8.2% during the 1st quarter. QRG Capital Management Inc. now owns 34,675 shares of the company’s stock worth $766,000 after acquiring an additional 2,626 shares during the last quarter. Finally, Great Lakes Retirement Inc. acquired a new position in shares of Schwab US Large-Cap ETF in the 1st quarter worth approximately $216,000.

Schwab US Large-Cap ETF Stock Up 1.0%

Schwab US Large-Cap ETF stock opened at $23.86 on Tuesday. Schwab US Large-Cap ETF has a 12-month low of $19.00 and a 12-month high of $24.31. The firm’s fifty day moving average is $22.52 and its 200 day moving average is $22.97. The company has a market capitalization of $54.88 billion, a PE ratio of 25.20 and a beta of 1.02.

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.