Heartwood Wealth Advisors LLC Buys 13,140 Shares of Schwab US Large-Cap ETF (NYSEARCA:SCHX)

Heartwood Wealth Advisors LLC lifted its stake in shares of Schwab US Large-Cap ETF (NYSEARCA:SCHX) by 200.0% during the fourth quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The institutional investor owned 19,710 shares of the company’s stock after purchasing an additional 13,140 shares during the quarter. Heartwood Wealth Advisors LLC’s holdings in Schwab US Large-Cap ETF were worth $457,000 at the end of the most recent reporting period.

Several other large investors also recently made changes to their positions in SCHX. Bank of New York Mellon Corp raised its holdings in Schwab US Large-Cap ETF by 23.0% during the second quarter. Bank of New York Mellon Corp now owns 76,104 shares of the company’s stock worth $4,890,000 after buying an additional 14,229 shares during the last quarter. Principal Financial Group Inc. boosted its stake in Schwab US Large-Cap ETF by 296.2% during the 2nd quarter. Principal Financial Group Inc. now owns 7,964 shares of the company’s stock valued at $512,000 after purchasing an additional 5,954 shares during the last quarter. Ashton Thomas Private Wealth LLC purchased a new stake in shares of Schwab US Large-Cap ETF in the second quarter worth approximately $152,000. Wedbush Securities Inc. bought a new position in shares of Schwab US Large-Cap ETF in the second quarter valued at approximately $219,000. Finally, Headlands Technologies LLC lifted its holdings in shares of Schwab US Large-Cap ETF by 1,844.5% in the second quarter. Headlands Technologies LLC now owns 3,889 shares of the company’s stock valued at $250,000 after purchasing an additional 3,689 shares in the last quarter.

Schwab US Large-Cap ETF Stock Down 1.3 %

NYSEARCA SCHX traded down $0.31 on Friday, reaching $23.05. The company had a trading volume of 8,878,585 shares, compared to its average volume of 8,843,023. The company’s fifty day moving average is $23.57 and its 200 day moving average is $22.56. Schwab US Large-Cap ETF has a 52-week low of $18.56 and a 52-week high of $24.19. The stock has a market capitalization of $15.03 billion, a P/E ratio of 26.53 and a beta of 1.02.

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.