Guardian Wealth Advisors LLC NC increased its position in Schwab US Large-Cap ETF (NYSEARCA:SCHX – Free Report) by 5.1% in the 4th quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The firm owned 2,622,172 shares of the company’s stock after buying an additional 126,713 shares during the quarter. Schwab US Large-Cap ETF accounts for approximately 4.4% of Guardian Wealth Advisors LLC NC’s investment portfolio, making the stock its 3rd largest position. Guardian Wealth Advisors LLC NC owned approximately 0.11% of Schwab US Large-Cap ETF worth $70,563,000 at the end of the most recent quarter.
Other institutional investors and hedge funds also recently made changes to their positions in the company. IFC & Insurance Marketing Inc. acquired a new position in shares of Schwab US Large-Cap ETF in the fourth quarter valued at approximately $25,000. Measured Wealth Private Client Group LLC acquired a new position in shares of Schwab US Large-Cap ETF in the third quarter valued at approximately $26,000. Optima Capital LLC acquired a new position in shares of Schwab US Large-Cap ETF in the fourth quarter valued at approximately $29,000. Tidemark LLC increased its stake in shares of Schwab US Large-Cap ETF by 474.3% in the fourth quarter. Tidemark LLC now owns 1,275 shares of the company’s stock valued at $34,000 after buying an additional 1,053 shares during the period. Finally, Acumen Wealth Advisors LLC acquired a new position in shares of Schwab US Large-Cap ETF in the fourth quarter valued at approximately $39,000.
Schwab US Large-Cap ETF Price Performance
Schwab US Large-Cap ETF stock opened at $29.55 on Wednesday. The business has a 50 day moving average of $28.58 and a 200-day moving average of $27.46. Schwab US Large-Cap ETF has a 1 year low of $23.50 and a 1 year high of $29.95. The company has a market capitalization of $71.26 billion, a P/E ratio of 25.66 and a beta of 1.01.
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. The Index is a float-adjusted market capitalization weighted index. The types of derivatives used by the Fund are options, futures, options on futures and swaps.
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