Guardian Wealth Advisors LLC NC Increases Stake in Schwab US Large-Cap ETF $SCHX

Guardian Wealth Advisors LLC NC lifted its position in shares of Schwab US Large-Cap ETF (NYSEARCA:SCHX) by 5.1% in the 4th quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The firm owned 2,622,172 shares of the company’s stock after buying an additional 126,713 shares during the quarter. Schwab US Large-Cap ETF comprises about 4.4% of Guardian Wealth Advisors LLC NC’s holdings, making the stock its 3rd largest position. Guardian Wealth Advisors LLC NC’s holdings in Schwab US Large-Cap ETF were worth $70,563,000 at the end of the most recent reporting period.

Other hedge funds have also bought and sold shares of the company. IFC & Insurance Marketing Inc. acquired a new position in Schwab US Large-Cap ETF in the fourth quarter valued at $25,000. Measured Wealth Private Client Group LLC acquired a new position in Schwab US Large-Cap ETF in the third quarter valued at $26,000. Optima Capital LLC acquired a new position in Schwab US Large-Cap ETF in the fourth quarter valued at $29,000. Tidemark LLC lifted its holdings in Schwab US Large-Cap ETF by 474.3% in the fourth quarter. Tidemark LLC now owns 1,275 shares of the company’s stock valued at $34,000 after buying an additional 1,053 shares during the period. Finally, Acumen Wealth Advisors LLC acquired a new position in Schwab US Large-Cap ETF in the fourth quarter valued at $39,000.

Schwab US Large-Cap ETF Stock Down 0.6%

SCHX stock opened at $29.55 on Wednesday. The firm has a market cap of $71.26 billion, a price-to-earnings ratio of 25.66 and a beta of 1.01. Schwab US Large-Cap ETF has a 12-month low of $23.50 and a 12-month high of $29.95. The company’s fifty day simple moving average is $28.58 and its 200 day simple moving average is $27.46.

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. 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.