Schwab US Large-Cap ETF (NYSEARCA:SCHX) is JMG Financial Group Ltd.’s 4th Largest Position

JMG Financial Group Ltd. lifted its stake in Schwab US Large-Cap ETF (NYSEARCA:SCHX) by 1.8% in the 4th quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The institutional investor owned 2,896,125 shares of the company’s stock after purchasing an additional 52,038 shares during the period. Schwab US Large-Cap ETF accounts for approximately 6.8% of JMG Financial Group Ltd.’s holdings, making the stock its 4th largest position. JMG Financial Group Ltd. owned about 0.45% of Schwab US Large-Cap ETF worth $163,341,000 as of its most recent SEC filing.

Several other hedge funds and other institutional investors have also recently modified their holdings of SCHX. Tempus Wealth Planning LLC increased its stake in Schwab US Large-Cap ETF by 0.6% in the 3rd quarter. Tempus Wealth Planning LLC now owns 75,547 shares of the company’s stock worth $3,823,000 after buying an additional 446 shares in the last quarter. Fusion Capital LLC increased its stake in Schwab US Large-Cap ETF by 4.8% in the 4th quarter. Fusion Capital LLC now owns 6,205 shares of the company’s stock worth $350,000 after buying an additional 285 shares in the last quarter. Grant GrossMendelsohn LLC increased its stake in Schwab US Large-Cap ETF by 32.5% in the 4th quarter. Grant GrossMendelsohn LLC now owns 25,606 shares of the company’s stock worth $1,480,000 after buying an additional 6,278 shares in the last quarter. Tradewinds Capital Management LLC increased its stake in Schwab US Large-Cap ETF by 11,142.9% in the 4th quarter. Tradewinds Capital Management LLC now owns 530,778 shares of the company’s stock worth $29,936,000 after buying an additional 526,057 shares in the last quarter. Finally, Geometric Wealth Advisors purchased a new stake in Schwab US Large-Cap ETF in the 4th quarter worth $203,000.

Schwab US Large-Cap ETF Stock Performance

Shares of SCHX traded up $0.78 during midday trading on Tuesday, hitting $59.94. 1,332,397 shares of the company traded hands, compared to its average volume of 1,853,523. The firm has a 50 day moving average of $60.65 and a 200-day moving average of $56.64. Schwab US Large-Cap ETF has a 52 week low of $47.57 and a 52 week high of $62.24. The stock has a market cap of $38.84 billion, a price-to-earnings ratio of 25.60 and a beta of 1.02.

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.