Foundations Investment Advisors LLC Has $18.79 Million Stock Holdings in Schwab US Large-Cap ETF (NYSEARCA:SCHX)

Foundations Investment Advisors LLC increased its position in shares of Schwab US Large-Cap ETF (NYSEARCA:SCHX) by 227.3% in the fourth quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The institutional investor owned 810,412 shares of the company’s stock after purchasing an additional 562,828 shares during the quarter. Foundations Investment Advisors LLC’s holdings in Schwab US Large-Cap ETF were worth $18,785,000 at the end of the most recent quarter.

A number of other hedge funds have also made changes to their positions in SCHX. US Bancorp DE increased its position in shares of Schwab US Large-Cap ETF by 43.8% during the 3rd quarter. US Bancorp DE now owns 20,593,427 shares of the company’s stock worth $1,397,264,000 after purchasing an additional 6,275,290 shares in the last quarter. Campbell Wealth Management acquired a new stake in shares of Schwab US Large-Cap ETF during the 3rd quarter worth about $346,668,000. BlueSky Wealth Advisors LLC increased its position in shares of Schwab US Large-Cap ETF by 203.2% during the 4th quarter. BlueSky Wealth Advisors LLC now owns 5,990,685 shares of the company’s stock worth $138,864,000 after purchasing an additional 4,014,627 shares in the last quarter. Orgel Wealth Management LLC increased its position in shares of Schwab US Large-Cap ETF by 206.0% during the 4th quarter. Orgel Wealth Management LLC now owns 4,630,059 shares of the company’s stock worth $107,325,000 after purchasing an additional 3,116,909 shares in the last quarter. Finally, Marcum Wealth LLC increased its position in shares of Schwab US Large-Cap ETF by 190.6% during the 4th quarter. Marcum Wealth LLC now owns 3,723,872 shares of the company’s stock worth $86,319,000 after purchasing an additional 2,442,216 shares in the last quarter.

Schwab US Large-Cap ETF Stock Down 2.1 %

Shares of Schwab US Large-Cap ETF stock opened at $23.69 on Monday. The stock has a market capitalization of $15.44 billion, a P/E ratio of 26.53 and a beta of 1.02. The company has a 50-day simple moving average of $23.64 and a 200 day simple moving average of $22.72. Schwab US Large-Cap ETF has a 12-month low of $19.08 and a 12-month high of $24.23.

Schwab US Large-Cap ETF Company 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.