Sax Wealth Advisors LLC Purchases 60,496 Shares of Schwab US Large-Cap ETF $SCHX

Sax Wealth Advisors LLC raised its position in Schwab US Large-Cap ETF (NYSEARCA:SCHX) by 83.1% in the 2nd quarter, according to the company in its most recent 13F filing with the SEC. The fund owned 133,285 shares of the company’s stock after buying an additional 60,496 shares during the period. Sax Wealth Advisors LLC’s holdings in Schwab US Large-Cap ETF were worth $3,923,000 as of its most recent filing with the SEC.

Several other hedge funds have also recently modified their holdings of SCHX. IFC & Insurance Marketing Inc. purchased a new position in shares of Schwab US Large-Cap ETF in the 4th quarter worth approximately $25,000. Measured Wealth Private Client Group LLC purchased a new stake in shares of Schwab US Large-Cap ETF during the third quarter valued at approximately $26,000. Optima Capital LLC bought a new stake in Schwab US Large-Cap ETF during the fourth quarter worth $29,000. Tidemark LLC lifted its holdings in Schwab US Large-Cap ETF by 474.3% during the fourth quarter. Tidemark LLC now owns 1,275 shares of the company’s stock worth $34,000 after acquiring an additional 1,053 shares during the period. Finally, Signature Resources Capital Management LLC lifted its holdings in Schwab US Large-Cap ETF by 510.5% during the first quarter. Signature Resources Capital Management LLC now owns 1,337 shares of the company’s stock worth $34,000 after acquiring an additional 1,118 shares during the period.

Schwab US Large-Cap ETF Trading Up 0.7%

SCHX stock opened at $30.52 on Friday. The stock has a market cap of $74.46 billion, a P/E ratio of 25.66 and a beta of 1.00. The stock’s fifty day simple moving average is $29.44 and its two-hundred day simple moving average is $28.09. Schwab US Large-Cap ETF has a 1-year low of $24.81 and a 1-year high of $30.63.

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.