Guardian Financial Partners LLC Purchases 229,295 Shares of Schwab US Large-Cap ETF (NYSEARCA:SCHX)

Guardian Financial Partners LLC grew its position in shares of Schwab US Large-Cap ETF (NYSEARCA:SCHX) by 230.2% in the 4th quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The fund owned 328,913 shares of the company’s stock after buying an additional 229,295 shares during the quarter. Schwab US Large-Cap ETF makes up about 4.5% of Guardian Financial Partners LLC’s investment portfolio, making the stock its 5th largest holding. Guardian Financial Partners LLC’s holdings in Schwab US Large-Cap ETF were worth $7,624,000 at the end of the most recent reporting period.

Several other large investors also recently added to or reduced their stakes in the business. Brass Tax Wealth Management Inc. bought a new stake in shares of Schwab US Large-Cap ETF in the third quarter valued at approximately $3,040,000. B. Riley Wealth Advisors Inc. increased its position in shares of Schwab US Large-Cap ETF by 4.8% during the third quarter. B. Riley Wealth Advisors Inc. now owns 110,984 shares of the company’s stock valued at $7,469,000 after purchasing an additional 5,035 shares during the period. Anchor Investment Management LLC raised its stake in shares of Schwab US Large-Cap ETF by 8.1% in the third quarter. Anchor Investment Management LLC now owns 375,706 shares of the company’s stock valued at $25,492,000 after purchasing an additional 28,277 shares in the last quarter. Howard Capital Management Group LLC bought a new position in Schwab US Large-Cap ETF in the third quarter worth $209,000. Finally, World Investment Advisors LLC increased its holdings in Schwab US Large-Cap ETF by 12.5% in the 3rd quarter. World Investment Advisors LLC now owns 50,196 shares of the company’s stock valued at $3,406,000 after buying an additional 5,575 shares during the period.

Schwab US Large-Cap ETF Trading Up 0.2 %

NYSEARCA SCHX opened at $23.51 on Thursday. Schwab US Large-Cap ETF has a 1-year low of $18.56 and a 1-year high of $24.19. The stock’s 50 day moving average is $23.60 and its two-hundred day moving average is $22.61. The company has a market capitalization of $15.33 billion, a price-to-earnings ratio of 26.53 and a beta of 1.02.

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.