Marshall Financial Group Inc. ADV Purchases 19,206 Shares of Schwab US Large-Cap ETF (SCHX)

Marshall Financial Group Inc. ADV raised its position in shares of Schwab US Large-Cap ETF (NYSEARCA:SCHX) by 10.5% in the 1st quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The firm owned 202,292 shares of the company’s stock after purchasing an additional 19,206 shares during the period. Schwab US Large-Cap ETF accounts for approximately 11.2% of Marshall Financial Group Inc. ADV’s portfolio, making the stock its 2nd largest holding. Marshall Financial Group Inc. ADV’s holdings in Schwab US Large-Cap ETF were worth $13,677,000 at the end of the most recent reporting period.

A number of other hedge funds and other institutional investors have also recently made changes to their positions in the business. Advisory Services Network LLC grew its holdings in Schwab US Large-Cap ETF by 1.5% during the fourth quarter. Advisory Services Network LLC now owns 10,271 shares of the company’s stock valued at $613,000 after purchasing an additional 152 shares during the period. Ackerman Capital Advisors LLC grew its holdings in Schwab US Large-Cap ETF by 1.7% during the first quarter. Ackerman Capital Advisors LLC now owns 9,125 shares of the company’s stock valued at $617,000 after purchasing an additional 155 shares during the period. Stewart & Patten Co. LLC boosted its holdings in shares of Schwab US Large-Cap ETF by 4.1% in the fourth quarter. Stewart & Patten Co. LLC now owns 4,412 shares of the company’s stock worth $263,000 after acquiring an additional 173 shares during the period. Benjamin F. Edwards & Company Inc. boosted its holdings in shares of Schwab US Large-Cap ETF by 42.3% in the fourth quarter. Benjamin F. Edwards & Company Inc. now owns 656 shares of the company’s stock worth $39,000 after acquiring an additional 195 shares during the period. Finally, Palouse Capital Management Inc. boosted its holdings in shares of Schwab US Large-Cap ETF by 5.7% in the fourth quarter. Palouse Capital Management Inc. now owns 3,635 shares of the company’s stock worth $217,000 after acquiring an additional 195 shares during the period.

Schwab US Large-Cap ETF stock opened at $70.20 on Friday. Schwab US Large-Cap ETF has a one year low of $55.87 and a one year high of $70.50.

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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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