Financial Consulate Inc. Has $20.15 Million Position in Schwab US Large-Cap ETF (NYSEARCA:SCHX)

Financial Consulate Inc. lifted its position in Schwab US Large-Cap ETF (NYSEARCA:SCHX) by 231.3% in the 2nd quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 287,119 shares of the company’s stock after acquiring an additional 200,454 shares during the quarter. Schwab US Large-Cap ETF makes up approximately 9.1% of Financial Consulate Inc.’s portfolio, making the stock its 3rd largest position. Financial Consulate Inc. owned about 0.12% of Schwab US Large-Cap ETF worth $20,153,000 at the end of the most recent reporting period.

Other hedge funds and other institutional investors have also recently bought and sold shares of the company. Live Your Vision LLC grew its position in Schwab US Large-Cap ETF by 884.1% during the first quarter. Live Your Vision LLC now owns 258,376 shares of the company’s stock valued at $18,101,000 after buying an additional 232,122 shares during the period. Belpointe Asset Management LLC lifted its holdings in Schwab US Large-Cap ETF by 313.0% during the first quarter. Belpointe Asset Management LLC now owns 247,463 shares of the company’s stock valued at $13,612,000 after purchasing an additional 187,544 shares during the last quarter. Appleton Group LLC purchased a new stake in Schwab US Large-Cap ETF during the first quarter valued at about $10,627,000. Joseph P. Lucia & Associates LLC purchased a new stake in Schwab US Large-Cap ETF during the first quarter valued at about $2,256,000. Finally, Creative Planning lifted its holdings in Schwab US Large-Cap ETF by 6.1% during the first quarter. Creative Planning now owns 2,591,328 shares of the company’s stock valued at $175,200,000 after purchasing an additional 149,489 shares during the last quarter.

NYSEARCA SCHX traded down $0.53 during trading on Friday, hitting $70.07. 2,471,942 shares of the company’s stock traded hands, compared to its average volume of 1,200,930. Schwab US Large-Cap ETF has a 12-month low of $55.87 and a 12-month high of $72.35. The business’s 50 day simple moving average is $70.99.

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.

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

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