Schwab US Large-Cap ETF $SCHX Position Lifted by Kavar Capital Partners Group LLC

Kavar Capital Partners Group LLC increased its holdings in Schwab US Large-Cap ETF (NYSEARCA:SCHX) by 4.7% in the third quarter, Holdings Channel.com reports. The firm owned 1,631,574 shares of the company’s stock after purchasing an additional 73,794 shares during the period. Schwab US Large-Cap ETF accounts for 5.7% of Kavar Capital Partners Group LLC’s investment portfolio, making the stock its largest holding. Kavar Capital Partners Group LLC’s holdings in Schwab US Large-Cap ETF were worth $42,976,000 at the end of the most recent quarter.

Several other institutional investors have also recently added to or reduced their stakes in SCHX. KW Wealth Management LLC acquired a new stake in Schwab US Large-Cap ETF in the 3rd quarter worth about $545,000. Clune & Associates LTD. acquired a new position in shares of Schwab US Large-Cap ETF during the 3rd quarter valued at about $204,000. Valley National Advisers Inc. lifted its holdings in shares of Schwab US Large-Cap ETF by 1.9% during the 3rd quarter. Valley National Advisers Inc. now owns 1,885,878 shares of the company’s stock worth $49,673,000 after acquiring an additional 35,966 shares during the period. J. L. Bainbridge & Co. Inc. lifted its holdings in shares of Schwab US Large-Cap ETF by 3.0% during the 3rd quarter. J. L. Bainbridge & Co. Inc. now owns 19,392 shares of the company’s stock worth $511,000 after acquiring an additional 558 shares during the period. Finally, Sowell Financial Services LLC boosted its position in shares of Schwab US Large-Cap ETF by 29.0% in the third quarter. Sowell Financial Services LLC now owns 165,786 shares of the company’s stock worth $4,367,000 after acquiring an additional 37,275 shares during the last quarter.

Schwab US Large-Cap ETF Stock Performance

Schwab US Large-Cap ETF stock opened at $27.25 on Monday. Schwab US Large-Cap ETF has a 1 year low of $19.00 and a 1 year high of $27.30. The firm has a 50 day moving average price of $26.78 and a 200 day moving average price of $25.83. The company has a market cap of $63.28 billion, a price-to-earnings ratio of 25.66 and a beta of 1.01.

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.