Steele Capital Management Inc. Purchases 28,701 Shares of Schwab US Large-Cap ETF $SCHX

Steele Capital Management Inc. raised its position in Schwab US Large-Cap ETF (NYSEARCA:SCHX) by 0.7% in the 3rd quarter, according to its most recent filing with the SEC. The firm owned 4,138,748 shares of the company’s stock after acquiring an additional 28,701 shares during the period. Schwab US Large-Cap ETF makes up 4.6% of Steele Capital Management Inc.’s investment portfolio, making the stock its 7th largest holding. Steele Capital Management Inc. owned 0.17% of Schwab US Large-Cap ETF worth $124,283,000 at the end of the most recent quarter.

Several other hedge funds and other institutional investors have also made changes to their positions in SCHX. Birchwood Financial Partners Inc. increased its position in Schwab US Large-Cap ETF by 3.1% during the 3rd quarter. Birchwood Financial Partners Inc. now owns 42,484 shares of the company’s stock worth $1,275,000 after purchasing an additional 1,267 shares during the period. Principle Wealth Partners LLC acquired a new stake in shares of Schwab US Large-Cap ETF in the 3rd quarter valued at approximately $216,000. Kestra Advisory Services LLC lifted its holdings in shares of Schwab US Large-Cap ETF by 40.1% in the 3rd quarter. Kestra Advisory Services LLC now owns 316,477 shares of the company’s stock valued at $9,494,000 after buying an additional 90,505 shares during the period. Claro Advisors Inc. lifted its holdings in shares of Schwab US Large-Cap ETF by 15.5% in the 3rd quarter. Claro Advisors Inc. now owns 45,041 shares of the company’s stock valued at $1,351,000 after buying an additional 6,031 shares during the period. Finally, Valtinson Bruner Financial Planning LLC boosted its stake in shares of Schwab US Large-Cap ETF by 15.1% in the third quarter. Valtinson Bruner Financial Planning LLC now owns 27,444 shares of the company’s stock valued at $823,000 after buying an additional 3,598 shares in the last quarter.

Schwab US Large-Cap ETF Price Performance

Schwab US Large-Cap ETF stock opened at $28.83 on Friday. The stock’s 50 day moving average price is $30.18 and its 200 day moving average price is $28.76. Schwab US Large-Cap ETF has a 1-year low of $24.81 and a 1-year high of $30.79. The company has a market cap of $71.04 billion, a PE ratio of 25.66 and a beta of 1.01.

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.