Hill Island Financial LLC Increases Equity Position in US Large Cap ETF Schwab (NYSEARCA:SCHX)


Hill Island Financial LLC increased its position in shares of Schwab US Large-Cap ETF (NYSEARCA:SCHX – Get Rating) by 89.0% during the 1st quarter, according to the company in its most recent filing with the SEC. The fund held 29,299 shares of the company after buying an additional 13,800 shares during the quarter. The Schwab US Large-Cap ETF represents about 0.6% of Hill Island Financial LLC’s holdings, making it its 19th-largest position. Hill Island Financial LLC’s holdings in Schwab US Large-Cap ETF were worth $1,578,000 at the end of the last reporting period.

Several other institutional investors and hedge funds have also recently bought and sold shares of the company. Belpointe Asset Management LLC increased its position in shares of Schwab US Large-Cap ETF by 0.3% in the 4th quarter. Belpointe Asset Management LLC now owns 28,776 shares of the company valued at $3,275,000 after purchasing an additional 94 shares during the period. Riverpoint Wealth Management Holdings LLC increased its holdings of Schwab US Large-Cap ETF shares by 0.7% in the fourth quarter. Riverpoint Wealth Management Holdings LLC now owns 14,649 shares of the company valued at $1,667,000 after acquiring an additional 100 shares during the period. Betterment LLC increased its position in Schwab US Large-Cap ETF by 3.0% in Q4. Betterment LLC now owns 3,543 shares of the company valued at $403,000 after purchasing an additional 102 shares in the last quarter. Palladium Partners LLC increased its stake in Schwab US Large-Cap ETF by 1.1% in the fourth quarter. Palladium Partners LLC now owns 10,159 shares of the company valued at $1,157,000 after purchasing an additional 106 shares during the period. Finally, Roundview Capital LLC increased its holdings of shares of the Schwab US Large-Cap ETF by 0.5% in the fourth quarter. Roundview Capital LLC now owns 21,639 shares of the company valued at $2,463,000 after purchasing 111 additional shares in the last quarter.

Shares of NYSEARCA SCHX were up $0.17 midday Wednesday, hitting $44.70. 66,304 shares of the company were traded, against an average volume of 3,375,813. The Schwab US Large-Cap ETF has a 1-year low of $43.02 and a 1-year high of 57.49 $. The stock has a fifty-day simple moving average of $48.32 and a 200-day simple moving average of $51.88.

About Schwab US Large-Cap ETF (Get an evaluation)

Schwab US Large-Cap ETF (the Fund) aims to track the total return of the Dow Jones US Large-Cap Total Stock Market Index (the Index). The Fund’s index comprises the large cap portion of the Dow Jones US Total Stock Market Index available to investors in the market. The Dow Jones US Large-Cap Total Stock Market Index includes constituents ranked from 1 to 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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Lynn A. Saleh