Sowell Financial Services LLC Grows Stake in Schwab US Large-Cap ETF $SCHX

Sowell Financial Services LLC increased its holdings in shares of Schwab US Large-Cap ETF (NYSEARCA:SCHX) by 29.0% in the 3rd quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The fund owned 165,786 shares of the company’s stock after purchasing an additional 37,275 shares during the quarter. Sowell Financial Services LLC’s holdings in Schwab US Large-Cap ETF were worth $4,367,000 at the end of the most recent quarter.

Other institutional investors and hedge funds have also recently added to or reduced their stakes in the company. Crews Bank & Trust acquired a new stake in Schwab US Large-Cap ETF during the second quarter worth approximately $26,000. DiNuzzo Private Wealth Inc. grew its position in shares of Schwab US Large-Cap ETF by 61.2% in the 3rd quarter. DiNuzzo Private Wealth Inc. now owns 1,093 shares of the company’s stock valued at $28,000 after buying an additional 415 shares during the last quarter. S.A. Mason LLC acquired a new stake in Schwab US Large-Cap ETF during the 2nd quarter worth $29,000. Moser Wealth Advisors LLC purchased a new stake in Schwab US Large-Cap ETF in the second quarter valued at $32,000. Finally, Mid American Wealth Advisory Group Inc. purchased a new stake in Schwab US Large-Cap ETF in the second quarter valued at $33,000.

Schwab US Large-Cap ETF Price Performance

NYSEARCA SCHX opened at $27.25 on Friday. The company has a fifty day moving average of $26.78 and a two-hundred day moving average of $25.82. The company has a market capitalization of $63.28 billion, a PE ratio of 25.66 and a beta of 1.01. Schwab US Large-Cap ETF has a 1 year low of $19.00 and a 1 year high of $27.30.

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.