Values Added Financial LLC Purchases 39,296 Shares of Schwab US Large-Cap ETF $SCHX

Values Added Financial LLC increased its stake in shares of Schwab US Large-Cap ETF (NYSEARCA:SCHX) by 30.5% in the 2nd quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The firm owned 168,170 shares of the company’s stock after buying an additional 39,296 shares during the quarter. Schwab US Large-Cap ETF accounts for about 2.0% of Values Added Financial LLC’s investment portfolio, making the stock its 13th largest position. Values Added Financial LLC’s holdings in Schwab US Large-Cap ETF were worth $4,110,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

Other hedge funds and other institutional investors have also modified their holdings of the company. Asset Management Group Inc. grew its stake in shares of Schwab US Large-Cap ETF by 0.3% during the first quarter. Asset Management Group Inc. now owns 175,006 shares of the company’s stock worth $3,864,000 after purchasing an additional 452 shares during the period. Westbourne Investments Inc. grew its stake in shares of Schwab US Large-Cap ETF by 0.7% during the second quarter. Westbourne Investments Inc. now owns 69,563 shares of the company’s stock worth $1,700,000 after purchasing an additional 455 shares during the period. Ascent Group LLC grew its stake in shares of Schwab US Large-Cap ETF by 1.7% during the first quarter. Ascent Group LLC now owns 28,911 shares of the company’s stock worth $638,000 after purchasing an additional 470 shares during the period. Wedgewood Investors Inc. PA grew its stake in shares of Schwab US Large-Cap ETF by 0.5% during the first quarter. Wedgewood Investors Inc. PA now owns 102,235 shares of the company’s stock worth $2,257,000 after purchasing an additional 477 shares during the period. Finally, Simon Quick Advisors LLC grew its stake in shares of Schwab US Large-Cap ETF by 0.6% during the first quarter. Simon Quick Advisors LLC now owns 87,273 shares of the company’s stock worth $1,927,000 after purchasing an additional 522 shares during the period.

Schwab US Large-Cap ETF Trading Up 0.7%

SCHX stock opened at $26.66 on Thursday. The business’s 50-day moving average price is $25.76 and its two-hundred day moving average price is $24.00. The firm has a market cap of $61.75 billion, a PE ratio of 25.66 and a beta of 1.01. Schwab US Large-Cap ETF has a 1-year low of $19.00 and a 1-year high of $26.66.

About Schwab US Large-Cap ETF

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.