Phillips Financial Management LLC Has $1.06 Million Stock Holdings in Schwab US Large-Cap ETF (NYSEARCA:SCHX)

Phillips Financial Management LLC boosted its holdings in shares of Schwab US Large-Cap ETF (NYSEARCA:SCHX) by 4.1% during the 2nd quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The fund owned 14,962 shares of the company’s stock after buying an additional 584 shares during the period. Phillips Financial Management LLC’s holdings in Schwab US Large-Cap ETF were worth $1,058,000 as of its most recent SEC filing.

Other institutional investors and hedge funds have also added to or reduced their stakes in the company. Vickerman & Driscoll Financial Advisors Inc. raised its holdings in Schwab US Large-Cap ETF by 3.2% during the second quarter. Vickerman & Driscoll Financial Advisors Inc. now owns 25,245 shares of the company’s stock worth $1,772,000 after buying an additional 777 shares during the last quarter. FNY Investment Advisers LLC purchased a new stake in shares of Schwab US Large-Cap ETF in the second quarter valued at about $280,000. Friedenthal Financial raised its holdings in shares of Schwab US Large-Cap ETF by 3.0% in the second quarter. Friedenthal Financial now owns 4,905 shares of the company’s stock valued at $344,000 after purchasing an additional 145 shares during the last quarter. Aull & Monroe Investment Management Corp raised its holdings in shares of Schwab US Large-Cap ETF by 14.5% in the second quarter. Aull & Monroe Investment Management Corp now owns 5,249 shares of the company’s stock valued at $368,000 after purchasing an additional 664 shares during the last quarter. Finally, Triangle Securities Wealth Management raised its holdings in shares of Schwab US Large-Cap ETF by 8.8% in the second quarter. Triangle Securities Wealth Management now owns 28,543 shares of the company’s stock valued at $2,027,000 after purchasing an additional 2,303 shares during the last quarter.

Shares of SCHX stock traded up $0.01 on Thursday, hitting $69.98. The stock had a trading volume of 12,938 shares, compared to its average volume of 1,239,735. The business has a 50 day moving average of $70.71 and a 200 day moving average of $68.69. Schwab US Large-Cap ETF has a 12-month low of $55.87 and a 12-month high of $72.35.

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.

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

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