Lodestar Private Asset Management LLC Boosts Stake in Schwab US Large-Cap ETF $SCHX

Lodestar Private Asset Management LLC grew its position in shares of Schwab US Large-Cap ETF (NYSEARCA:SCHXFree Report) by 4.7% in the 1st quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The fund owned 546,669 shares of the company’s stock after acquiring an additional 24,492 shares during the quarter. Schwab US Large-Cap ETF comprises 1.4% of Lodestar Private Asset Management LLC’s portfolio, making the stock its 24th biggest position. Lodestar Private Asset Management LLC’s holdings in Schwab US Large-Cap ETF were worth $14,017,000 at the end of the most recent quarter.

A number of other large investors also recently modified their holdings of the company. Brighton Jones LLC raised its holdings in Schwab US Large-Cap ETF by 198.5% in the fourth quarter. Brighton Jones LLC now owns 211,330 shares of the company’s stock valued at $4,899,000 after buying an additional 140,539 shares during the period. Russell Investments Group Ltd. lifted its position in Schwab US Large-Cap ETF by 33.3% during the second quarter. Russell Investments Group Ltd. now owns 62,112 shares of the company’s stock valued at $1,518,000 after buying an additional 15,522 shares in the last quarter. First Trust Advisors LP purchased a new stake in Schwab US Large-Cap ETF during the second quarter worth approximately $633,000. Baird Financial Group Inc. grew its stake in Schwab US Large-Cap ETF by 25.1% during the second quarter. Baird Financial Group Inc. now owns 35,076 shares of the company’s stock worth $857,000 after buying an additional 7,045 shares during the period. Finally, Ieq Capital LLC increased its position in shares of Schwab US Large-Cap ETF by 9.1% in the second quarter. Ieq Capital LLC now owns 247,992 shares of the company’s stock worth $6,061,000 after acquiring an additional 20,758 shares in the last quarter.

Schwab US Large-Cap ETF Price Performance

Schwab US Large-Cap ETF stock opened at $29.40 on Friday. The firm has a fifty day moving average of $29.11 and a 200-day moving average of $27.66. Schwab US Large-Cap ETF has a 52-week low of $24.47 and a 52-week high of $29.95. The firm has a market capitalization of $71.56 billion, a P/E ratio of 25.66 and a beta of 1.00.

Schwab US Large-Cap ETF Profile

(Free Report)

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.

Recommended Stories

Want to see what other hedge funds are holding SCHX? Visit HoldingsChannel.com to get the latest 13F filings and insider trades for Schwab US Large-Cap ETF (NYSEARCA:SCHXFree Report).

Institutional Ownership by Quarter for Schwab US Large-Cap ETF (NYSEARCA:SCHX)

Receive News & Ratings for Schwab US Large-Cap ETF Daily - Enter your email address below to receive a concise daily summary of the latest news and analysts' ratings for Schwab US Large-Cap ETF and related companies with MarketBeat.com's FREE daily email newsletter.