Aptus Capital Advisors LLC Boosts Stock Holdings in Schwab US Large-Cap ETF $SCHX

Aptus Capital Advisors LLC raised its holdings in Schwab US Large-Cap ETF (NYSEARCA:SCHX) by 4.1% in the 4th quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The institutional investor owned 2,676,224 shares of the company’s stock after purchasing an additional 105,503 shares during the period. Aptus Capital Advisors LLC’s holdings in Schwab US Large-Cap ETF were worth $72,017,000 at the end of the most recent reporting period.

Other large investors have also recently modified their holdings of the company. IFC & Insurance Marketing Inc. purchased a new position in shares of Schwab US Large-Cap ETF in the fourth quarter worth about $25,000. Measured Wealth Private Client Group LLC purchased a new position in shares of Schwab US Large-Cap ETF in the third quarter worth about $26,000. Optima Capital LLC purchased a new position in shares of Schwab US Large-Cap ETF in the fourth quarter worth about $29,000. Tidemark LLC increased its stake in shares of Schwab US Large-Cap ETF by 474.3% in the fourth quarter. Tidemark LLC now owns 1,275 shares of the company’s stock worth $34,000 after purchasing an additional 1,053 shares in the last quarter. Finally, Acumen Wealth Advisors LLC purchased a new position in shares of Schwab US Large-Cap ETF in the fourth quarter worth about $39,000.

Schwab US Large-Cap ETF Stock Up 0.5%

SCHX opened at $29.21 on Friday. The company has a market capitalization of $70.44 billion, a price-to-earnings ratio of 25.66 and a beta of 1.01. The firm has a 50-day moving average price of $28.43 and a 200-day moving average price of $27.41. Schwab US Large-Cap ETF has a twelve month low of $23.50 and a twelve month high of $29.95.

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.