Northwest Quadrant Wealth Management LLC Raises Holdings in Schwab US Large-Cap ETF $SCHX

Northwest Quadrant Wealth Management LLC lifted its stake in shares of Schwab US Large-Cap ETF (NYSEARCA:SCHX) by 1.3% during the fourth quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The institutional investor owned 5,301,134 shares of the company’s stock after purchasing an additional 66,926 shares during the quarter. Schwab US Large-Cap ETF comprises about 29.5% of Northwest Quadrant Wealth Management LLC’s investment portfolio, making the stock its largest holding. Northwest Quadrant Wealth Management LLC’s holdings in Schwab US Large-Cap ETF were worth $142,654,000 as of its most recent filing with the Securities & Exchange Commission.

A number of other hedge funds and other institutional investors have also modified their holdings of SCHX. Fortis Capital Advisors LLC raised its holdings in Schwab US Large-Cap ETF by 4.0% during the third quarter. Fortis Capital Advisors LLC now owns 1,370,889 shares of the company’s stock worth $36,109,000 after purchasing an additional 53,242 shares in the last quarter. B. Riley Wealth Advisors Inc. bought a new stake in Schwab US Large-Cap ETF in the second quarter worth about $2,266,000. Corient Private Wealth LLC raised its position in Schwab US Large-Cap ETF by 27.6% in the second quarter. Corient Private Wealth LLC now owns 6,051,561 shares of the company’s stock worth $147,900,000 after acquiring an additional 1,308,534 shares in the last quarter. GEN Financial Management INC. raised its position in Schwab US Large-Cap ETF by 24.5% in the fourth quarter. GEN Financial Management INC. now owns 895,830 shares of the company’s stock worth $24,107,000 after acquiring an additional 176,498 shares in the last quarter. Finally, Charles Schwab Trust Co raised its position in Schwab US Large-Cap ETF by 6.9% in the third quarter. Charles Schwab Trust Co now owns 4,164,209 shares of the company’s stock worth $109,685,000 after acquiring an additional 268,464 shares in the last quarter.

Schwab US Large-Cap ETF Trading Down 0.1%

Shares of Schwab US Large-Cap ETF stock opened at $26.76 on Friday. The company’s 50-day moving average price is $26.55 and its two-hundred day moving average price is $26.72. Schwab US Large-Cap ETF has a 52 week low of $20.07 and a 52 week high of $27.54. The stock has a market cap of $64.24 billion, a PE ratio of 25.66 and a beta of 1.01.

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. The Index is a float-adjusted market capitalization weighted index. The types of derivatives used by the Fund are options, futures, options on futures and swaps.