Schwab US Large-Cap ETF (NYSEARCA:SCHX) Holdings Lifted by Richardson Capital Management LLC

Richardson Capital Management LLC increased its holdings in Schwab US Large-Cap ETF (NYSEARCA:SCHX) by 184,352.1% during the first quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The institutional investor owned 442,685 shares of the company’s stock after purchasing an additional 442,445 shares during the period. Schwab US Large-Cap ETF accounts for 22.5% of Richardson Capital Management LLC’s holdings, making the stock its 2nd biggest holding. Richardson Capital Management LLC owned 0.07% of Schwab US Large-Cap ETF worth $27,473,000 as of its most recent SEC filing.

A number of other large investors also recently added to or reduced their stakes in SCHX. Transform Wealth LLC increased its position in shares of Schwab US Large-Cap ETF by 1.3% during the 4th quarter. Transform Wealth LLC now owns 12,911 shares of the company’s stock valued at $728,000 after purchasing an additional 171 shares during the last quarter. Global Retirement Partners LLC increased its position in shares of Schwab US Large-Cap ETF by 0.6% during the 4th quarter. Global Retirement Partners LLC now owns 30,017 shares of the company’s stock valued at $1,690,000 after purchasing an additional 193 shares during the last quarter. Hexagon Capital Partners LLC increased its position in shares of Schwab US Large-Cap ETF by 5.4% during the 4th quarter. Hexagon Capital Partners LLC now owns 4,066 shares of the company’s stock valued at $229,000 after purchasing an additional 210 shares during the last quarter. Capital Investment Advisory Services LLC increased its position in shares of Schwab US Large-Cap ETF by 4.7% during the 4th 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 during the last quarter. Finally, Atticus Wealth Management LLC boosted its holdings 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 valued at $101,000 after acquiring an additional 223 shares during the period.

Schwab US Large-Cap ETF Stock Down 0.4 %

SCHX traded down $0.26 during trading hours on Friday, reaching $64.25. 2,362,195 shares of the company’s stock traded hands, compared to its average volume of 1,738,162. The firm has a 50-day moving average price of $62.45 and a 200 day moving average price of $60.13. Schwab US Large-Cap ETF has a 52-week low of $48.31 and a 52-week high of $64.99. The firm has a market capitalization of $41.88 billion, a PE ratio of 26.53 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.