Purkiss Capital Advisors LLC Takes Position in Schwab US Large-Cap ETF $SCHX

Purkiss Capital Advisors LLC acquired a new position in shares of Schwab US Large-Cap ETF (NYSEARCA:SCHX) in the second quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The firm acquired 9,410 shares of the company’s stock, valued at approximately $230,000.

Several other institutional investors have also added to or reduced their stakes in SCHX. Brighton Jones LLC lifted its position in shares of Schwab US Large-Cap ETF by 198.5% in the 4th quarter. Brighton Jones LLC now owns 211,330 shares of the company’s stock worth $4,899,000 after purchasing an additional 140,539 shares during the period. Diversified Trust Co raised its stake in Schwab US Large-Cap ETF by 20.9% during the first quarter. Diversified Trust Co now owns 18,062 shares of the company’s stock worth $399,000 after buying an additional 3,125 shares during the last quarter. Sunbelt Securities Inc. raised its stake in Schwab US Large-Cap ETF by 34.7% during the first quarter. Sunbelt Securities Inc. now owns 4,136 shares of the company’s stock worth $91,000 after buying an additional 1,065 shares during the last quarter. Financial Consulate Inc. lifted its holdings in Schwab US Large-Cap ETF by 9.6% in the first quarter. Financial Consulate Inc. now owns 4,117,925 shares of the company’s stock valued at $90,924,000 after buying an additional 360,433 shares during the period. Finally, LifePlan Financial LLC boosted its position in Schwab US Large-Cap ETF by 4.7% during the first quarter. LifePlan Financial LLC now owns 33,963 shares of the company’s stock valued at $750,000 after acquiring an additional 1,532 shares during the last quarter.

Schwab US Large-Cap ETF Trading Up 1.2%

SCHX stock opened at $27.12 on Tuesday. The firm has a market cap of $62.92 billion, a PE ratio of 25.66 and a beta of 1.01. The stock has a 50-day moving average price of $26.09 and a 200-day moving average price of $24.48. Schwab US Large-Cap ETF has a 1-year low of $19.00 and a 1-year high of $27.13.

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.