Schwab US Large-Cap ETF (SCHX) Stake Boosted by Live Your Vision LLC

Live Your Vision LLC increased its stake in Schwab US Large-Cap ETF (NYSEARCA:SCHX) by 884.1% in the 1st quarter, according to the company in its most recent filing with the SEC. The institutional investor owned 258,376 shares of the company’s stock after acquiring an additional 232,122 shares during the quarter. Schwab US Large-Cap ETF makes up about 5.5% of Live Your Vision LLC’s portfolio, making the stock its 6th biggest holding. Live Your Vision LLC’s holdings in Schwab US Large-Cap ETF were worth $18,101,000 as of its most recent filing with the SEC.

A number of other hedge funds and other institutional investors also recently modified their holdings of the stock. Sage Financial Group Inc. increased its holdings in Schwab US Large-Cap ETF by 2.8% in the 1st quarter. Sage Financial Group Inc. now owns 3,765,332 shares of the company’s stock worth $254,574,000 after acquiring an additional 101,786 shares in the last quarter. Camelot Portfolios LLC purchased a new stake in Schwab US Large-Cap ETF in the 1st quarter worth $306,000. Northwest Investment Counselors LLC increased its holdings in Schwab US Large-Cap ETF by 0.5% in the 1st quarter. Northwest Investment Counselors LLC now owns 93,283 shares of the company’s stock worth $6,307,000 after acquiring an additional 476 shares in the last quarter. NewSquare Capital LLC increased its holdings in Schwab US Large-Cap ETF by 2.8% in the 1st quarter. NewSquare Capital LLC now owns 87,451 shares of the company’s stock worth $5,913,000 after acquiring an additional 2,415 shares in the last quarter. Finally, Creative Planning increased its holdings in Schwab US Large-Cap ETF by 6.1% in the 1st quarter. Creative Planning now owns 2,591,328 shares of the company’s stock worth $175,200,000 after acquiring an additional 149,489 shares in the last quarter.

NYSEARCA SCHX traded down $0.12 on Friday, hitting $69.75. The company had a trading volume of 627 shares, compared to its average volume of 1,347,465. Schwab US Large-Cap ETF has a 12-month low of $55.87 and a 12-month high of $70.50.

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About Schwab US Large-Cap ETF

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.

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Institutional Ownership by Quarter for Schwab US Large-Cap ETF (NYSEARCA:SCHX)

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