Schwab US Large-Cap ETF $SCHX is Koss Olinger Consulting LLC’s Largest Position

Koss Olinger Consulting LLC lifted its holdings in shares of Schwab US Large-Cap ETF (NYSEARCA:SCHX) by 4.9% during the first quarter, HoldingsChannel.com reports. The institutional investor owned 10,490,753 shares of the company’s stock after acquiring an additional 492,244 shares during the quarter. Schwab US Large-Cap ETF accounts for about 22.5% of Koss Olinger Consulting LLC’s investment portfolio, making the stock its largest holding. Koss Olinger Consulting LLC’s holdings in Schwab US Large-Cap ETF were worth $268,983,000 at the end of the most recent quarter.

Other institutional investors also recently modified their holdings of the company. Clayton Financial Group LLC lifted its holdings in Schwab US Large-Cap ETF by 154.6% during the 4th quarter. Clayton Financial Group LLC now owns 49,587 shares of the company’s stock worth $1,334,000 after purchasing an additional 30,112 shares in the last quarter. GEN Financial Management INC. grew its holdings in Schwab US Large-Cap ETF by 24.5% during the 4th quarter. GEN Financial Management INC. now owns 895,830 shares of the company’s stock valued at $24,107,000 after buying an additional 176,498 shares in the last quarter. Farther Finance Advisors LLC grew its holdings in Schwab US Large-Cap ETF by 37.4% during the 4th quarter. Farther Finance Advisors LLC now owns 3,972,127 shares of the company’s stock valued at $106,890,000 after buying an additional 1,081,148 shares in the last quarter. Rede Wealth LLC purchased a new position in Schwab US Large-Cap ETF during the 4th quarter valued at about $855,000. Finally, Steele Capital Management Inc. increased its position in shares of Schwab US Large-Cap ETF by 1.8% during the fourth quarter. Steele Capital Management Inc. now owns 3,985,073 shares of the company’s stock valued at $107,238,000 after buying an additional 69,493 shares during the period.

Schwab US Large-Cap ETF Stock Performance

Shares of Schwab US Large-Cap ETF stock opened at $29.31 on Monday. Schwab US Large-Cap ETF has a 12-month low of $24.52 and a 12-month high of $29.95. The company has a market cap of $71.36 billion, a price-to-earnings ratio of 25.66 and a beta of 1.00. The company’s 50-day moving average price is $29.35 and its 200-day moving average price is $27.84.

Schwab US Large-Cap ETF 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.