JDM Financial Group LLC Has $486,000 Stock Position in Schwab US Large-Cap ETF (NYSEARCA:SCHX)

JDM Financial Group LLC increased its stake in shares of Schwab US Large-Cap ETF (NYSEARCA:SCHX) by 7.6% in the fourth quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The firm owned 8,621 shares of the company’s stock after purchasing an additional 610 shares during the period. Schwab US Large-Cap ETF makes up approximately 0.4% of JDM Financial Group LLC’s investment portfolio, making the stock its 23rd largest holding. JDM Financial Group LLC’s holdings in Schwab US Large-Cap ETF were worth $486,000 as of its most recent SEC filing.

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

Schwab US Large-Cap ETF Stock Up 0.9 %

Shares of SCHX traded up $0.55 on Friday, hitting $60.28. The company’s stock had a trading volume of 1,049,935 shares, compared to its average volume of 1,826,893. The firm’s fifty day moving average price is $60.68 and its 200-day moving average price is $56.75. Schwab US Large-Cap ETF has a fifty-two week low of $47.57 and a fifty-two week high of $62.24. The firm has a market capitalization of $39.06 billion, a price-to-earnings ratio of 25.60 and a beta of 1.02.

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.