Gleason Group Inc. Has $32.66 Million Holdings in Schwab US Large-Cap ETF (NYSEARCA:SCHX)

Gleason Group Inc. increased its holdings in Schwab US Large-Cap ETF (NYSEARCA:SCHX) by 206.2% in the fourth quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The firm owned 1,409,140 shares of the company’s stock after acquiring an additional 948,870 shares during the quarter. Schwab US Large-Cap ETF makes up about 5.7% of Gleason Group Inc.’s investment portfolio, making the stock its 7th largest position. Gleason Group Inc. owned approximately 0.22% of Schwab US Large-Cap ETF worth $32,664,000 at the end of the most recent quarter.

A number of other institutional investors have also added to or reduced their stakes in SCHX. US Bancorp DE raised its position in shares of Schwab US Large-Cap ETF by 43.8% in the 3rd 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 in the last quarter. Campbell Wealth Management bought a new position in Schwab US Large-Cap ETF in the third quarter worth about $346,668,000. Marcum Wealth LLC lifted its position in shares of Schwab US Large-Cap ETF by 190.6% during the fourth 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 last quarter. Bangor Savings Bank grew its position in shares of Schwab US Large-Cap ETF by 194.3% in the 4th quarter. Bangor Savings Bank now owns 3,508,454 shares of the company’s stock worth $81,326,000 after buying an additional 2,316,319 shares during the last quarter. Finally, American Trust raised its stake in shares of Schwab US Large-Cap ETF by 897.7% during the 2nd quarter. American Trust now owns 1,267,196 shares of the company’s stock worth $81,417,000 after acquiring an additional 1,140,178 shares in the last quarter.

Schwab US Large-Cap ETF Stock Performance

Shares of SCHX stock opened at $23.05 on Tuesday. The firm has a market capitalization of $15.03 billion, a price-to-earnings ratio of 26.53 and a beta of 1.02. The stock’s 50-day simple moving average is $23.59 and its 200-day simple moving average is $22.59. Schwab US Large-Cap ETF has a fifty-two week low of $18.56 and a fifty-two week high of $24.19.

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.