Breakwater Investment Management Acquires 54,105 Shares of Schwab US Large-Cap ETF (NYSEARCA:SCHX)

Breakwater Investment Management lifted its holdings in Schwab US Large-Cap ETF (NYSEARCA:SCHX) by 216.8% in the 4th quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The fund owned 79,062 shares of the company’s stock after purchasing an additional 54,105 shares during the quarter. Schwab US Large-Cap ETF accounts for about 0.8% of Breakwater Investment Management’s investment portfolio, making the stock its 29th biggest holding. Breakwater Investment Management’s holdings in Schwab US Large-Cap ETF were worth $1,833,000 as of its most recent SEC filing.

Several other institutional investors also recently modified their holdings of SCHX. US Bancorp DE grew its stake in shares of Schwab US Large-Cap ETF by 43.8% in the third quarter. US Bancorp DE now owns 20,593,427 shares of the company’s stock worth $1,397,264,000 after acquiring an additional 6,275,290 shares during the period. Campbell Wealth Management purchased a new stake in Schwab US Large-Cap ETF in the third quarter worth approximately $346,668,000. BlueSky Wealth Advisors LLC grew its position in Schwab US Large-Cap ETF by 203.2% in the 4th quarter. BlueSky Wealth Advisors LLC now owns 5,990,685 shares of the company’s stock worth $138,864,000 after purchasing an additional 4,014,627 shares during the period. Orgel Wealth Management LLC raised its stake in Schwab US Large-Cap ETF by 206.0% during the 4th quarter. Orgel Wealth Management LLC now owns 4,630,059 shares of the company’s stock valued at $107,325,000 after buying an additional 3,116,909 shares during the last quarter. Finally, Marcum Wealth LLC lifted its holdings in shares of Schwab US Large-Cap ETF by 190.6% during the 4th quarter. Marcum Wealth LLC now owns 3,723,872 shares of the company’s stock valued at $86,319,000 after buying an additional 2,442,216 shares during the period.

Schwab US Large-Cap ETF Price Performance

SCHX stock opened at $23.71 on Tuesday. The company has a market cap of $15.46 billion, a P/E ratio of 26.53 and a beta of 1.02. Schwab US Large-Cap ETF has a 1 year low of $18.66 and a 1 year high of $24.19. The stock’s fifty day moving average price is $23.60 and its 200-day moving average price is $22.65.

Schwab US Large-Cap ETF Company 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.