Morling Financial Advisors LLC Boosts Holdings in Schwab US Large-Cap ETF (NYSEARCA:SCHX)

Morling Financial Advisors LLC raised its stake in shares of Schwab US Large-Cap ETF (NYSEARCA:SCHX) by 0.4% during the 4th quarter, according to the company in its most recent filing with the SEC. The firm owned 162,931 shares of the company’s stock after purchasing an additional 613 shares during the quarter. Schwab US Large-Cap ETF accounts for about 7.4% of Morling Financial Advisors LLC’s investment portfolio, making the stock its 4th biggest position. Morling Financial Advisors LLC’s holdings in Schwab US Large-Cap ETF were worth $9,189,000 as of its most recent filing with the SEC.

Other institutional investors and hedge funds also recently made changes to their positions in the company. Global Retirement Partners LLC boosted its position in shares of Schwab US Large-Cap ETF by 0.6% during the 4th quarter. Global Retirement Partners LLC now owns 30,017 shares of the company’s stock valued at $1,690,000 after acquiring an additional 193 shares in the last quarter. Capital Investment Advisory Services LLC boosted its position in shares of Schwab US Large-Cap ETF by 4.7% during the 4th quarter. Capital Investment Advisory Services LLC now owns 4,858 shares of the company’s stock valued at $274,000 after acquiring an additional 218 shares in the last quarter. Wagner Wealth Management LLC boosted its position in shares of Schwab US Large-Cap ETF by 5.6% during the 3rd quarter. Wagner Wealth Management LLC now owns 4,119 shares of the company’s stock valued at $208,000 after acquiring an additional 219 shares in the last quarter. DAVENPORT & Co LLC boosted its position in shares of Schwab US Large-Cap ETF by 5.7% during the 3rd quarter. DAVENPORT & Co LLC now owns 4,070 shares of the company’s stock valued at $206,000 after acquiring an additional 221 shares in the last quarter. Finally, Atticus Wealth Management LLC boosted its position in shares of Schwab US Large-Cap ETF by 12.5% during the 3rd quarter. Atticus Wealth Management LLC now owns 2,001 shares of the company’s stock valued at $101,000 after acquiring an additional 223 shares in the last quarter.

Schwab US Large-Cap ETF Price Performance

Shares of Schwab US Large-Cap ETF stock traded down $0.04 during trading on Wednesday, hitting $59.93. 1,223,257 shares of the company’s stock traded hands, compared to its average volume of 1,845,552. The company has a market cap of $38.83 billion, a PE ratio of 25.60 and a beta of 1.02. Schwab US Large-Cap ETF has a twelve month low of $47.57 and a twelve month high of $62.24. The firm’s fifty day moving average price is $60.65 and its 200 day moving average price is $56.64.

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.