Asset Planning Services Inc. LA ADV Has $4.06 Million Stock Holdings in Schwab US Large-Cap ETF (NYSEARCA:SCHX)

Asset Planning Services Inc. LA ADV increased its position in Schwab US Large-Cap ETF (NYSEARCA:SCHX) by 203.8% in the fourth quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The firm owned 175,135 shares of the company’s stock after purchasing an additional 117,481 shares during the quarter. Schwab US Large-Cap ETF makes up 2.0% of Asset Planning Services Inc. LA ADV’s portfolio, making the stock its 23rd biggest position. Asset Planning Services Inc. LA ADV’s holdings in Schwab US Large-Cap ETF were worth $4,060,000 at the end of the most recent reporting period.

Several other institutional investors and hedge funds have also recently added to or reduced their stakes in the company. Olistico Wealth LLC lifted its stake in shares of Schwab US Large-Cap ETF by 200.0% in the 4th quarter. Olistico Wealth LLC now owns 4,905 shares of the company’s stock valued at $114,000 after purchasing an additional 3,270 shares during the period. SMI Advisory Services LLC increased its holdings in Schwab US Large-Cap ETF by 286.9% in the fourth quarter. SMI Advisory Services LLC now owns 17,293 shares of the company’s stock valued at $399,000 after purchasing an additional 12,823 shares during the last quarter. Independent Wealth Network Inc. increased its holdings in Schwab US Large-Cap ETF by 135.0% in the fourth quarter. Independent Wealth Network Inc. now owns 10,408 shares of the company’s stock valued at $241,000 after purchasing an additional 5,979 shares during the last quarter. Janney Montgomery Scott LLC lifted its stake in Schwab US Large-Cap ETF by 197.4% in the fourth quarter. Janney Montgomery Scott LLC now owns 117,122 shares of the company’s stock valued at $2,715,000 after buying an additional 77,740 shares during the period. Finally, Bartlett & CO. Wealth Management LLC boosted its holdings in Schwab US Large-Cap ETF by 200.7% during the fourth quarter. Bartlett & CO. Wealth Management LLC now owns 286,705 shares of the company’s stock worth $6,646,000 after buying an additional 191,372 shares during the last quarter.

Schwab US Large-Cap ETF Trading Up 0.5 %

Schwab US Large-Cap ETF stock opened at $24.07 on Thursday. The firm has a market capitalization of $15.69 billion, a P/E ratio of 26.53 and a beta of 1.02. The business has a 50-day moving average of $23.60 and a 200-day moving average of $22.68. Schwab US Large-Cap ETF has a 1 year low of $19.08 and a 1 year high of $24.19.

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.