Carolina Wealth Advisors LLC Purchases 2,037 Shares of Schwab US Large-Cap ETF (NYSEARCA:SCHX)

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Carolina Wealth Advisors LLC lifted its position in shares of Schwab US Large-Cap ETF (NYSEARCA:SCHX) by 4.6% in the 3rd quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The institutional investor owned 46,070 shares of the company’s stock after acquiring an additional 2,037 shares during the period. Schwab US Large-Cap ETF makes up approximately 3.3% of Carolina Wealth Advisors LLC’s portfolio, making the stock its 11th largest position. Carolina Wealth Advisors LLC’s holdings in Schwab US Large-Cap ETF were worth $3,715,000 at the end of the most recent quarter.

Several other institutional investors and hedge funds have also recently made changes to their positions in the stock. Oxford Financial Group Ltd. increased its position in shares of Schwab US Large-Cap ETF by 0.6% during the second quarter. Oxford Financial Group Ltd. now owns 22,388 shares of the company’s stock valued at $1,659,000 after acquiring an additional 130 shares in the last quarter. CFO4Life Group LLC increased its position in shares of Schwab US Large-Cap ETF by 4.7% during the third quarter. CFO4Life Group LLC now owns 2,997 shares of the company’s stock valued at $242,000 after acquiring an additional 134 shares in the last quarter. Jacobi Capital Management LLC bought a new stake in shares of Schwab US Large-Cap ETF during the second quarter valued at approximately $671,000. Livingston Group Asset Management CO operating as Southport Capital Management increased its position in shares of Schwab US Large-Cap ETF by 1.2% during the second quarter. Livingston Group Asset Management CO operating as Southport Capital Management now owns 13,157 shares of the company’s stock valued at $975,000 after acquiring an additional 160 shares in the last quarter. Finally, Macroview Investment Management LLC boosted its holdings in Schwab US Large-Cap ETF by 29.5% in the second quarter. Macroview Investment Management LLC now owns 706 shares of the company’s stock worth $52,000 after purchasing an additional 161 shares during the last quarter.

SCHX stock traded down $0.29 on Wednesday, hitting $82.59. The company had a trading volume of 685,721 shares, compared to its average volume of 1,962,944. Schwab US Large-Cap ETF has a 12-month low of $52.05 and a 12-month high of $86.30. The stock’s 50-day simple moving average is $81.65 and its 200 day simple moving average is $75.62.

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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