RKL Wealth Management LLC Buys 69,281 Shares of Schwab U.S. Large-Cap ETF (SCHX)

RKL Wealth Management LLC raised its holdings in shares of Schwab U.S. Large-Cap ETF (NYSEARCA:SCHX) by 20.8% during the fourth quarter, HoldingsChannel.com reports. The firm owned 402,724 shares of the company’s stock after acquiring an additional 69,281 shares during the quarter. Schwab U.S. Large-Cap ETF makes up 6.3% of RKL Wealth Management LLC’s portfolio, making the stock its 2nd biggest position. RKL Wealth Management LLC’s holdings in Schwab U.S. Large-Cap ETF were worth $25,692,000 as of its most recent filing with the Securities and Exchange Commission.

A number of other institutional investors have also added to or reduced their stakes in the business. Lowe Brockenbrough & Co. Inc. lifted its position in Schwab U.S. Large-Cap ETF by 8.9% during the 4th quarter. Lowe Brockenbrough & Co. Inc. now owns 14,100 shares of the company’s stock valued at $899,000 after purchasing an additional 1,150 shares during the period. Bank of Montreal Can lifted its position in Schwab U.S. Large-Cap ETF by 5.8% during the 4th quarter. Bank of Montreal Can now owns 23,355 shares of the company’s stock valued at $1,490,000 after purchasing an additional 1,276 shares during the period. Forte Capital LLC ADV lifted its position in Schwab U.S. Large-Cap ETF by 3.7% during the 4th quarter. Forte Capital LLC ADV now owns 40,463 shares of the company’s stock valued at $2,580,000 after purchasing an additional 1,432 shares during the period. Duncker Streett & Co. Inc. lifted its position in Schwab U.S. Large-Cap ETF by 34.4% during the 4th quarter. Duncker Streett & Co. Inc. now owns 5,738 shares of the company’s stock valued at $366,000 after purchasing an additional 1,468 shares during the period. Finally, Wooster Corthell Wealth Management Inc. lifted its position in Schwab U.S. Large-Cap ETF by 0.5% during the 4th quarter. Wooster Corthell Wealth Management Inc. now owns 347,931 shares of the company’s stock valued at $22,191,000 after purchasing an additional 1,625 shares during the period.

Schwab U.S. Large-Cap ETF (NYSEARCA SCHX) opened at $65.85 on Monday. Schwab U.S. Large-Cap ETF has a 52-week low of $54.50 and a 52-week high of $68.43.

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Want to see what other hedge funds are holding SCHX? Visit HoldingsChannel.com to get the latest 13F filings and insider trades for Schwab U.S. Large-Cap ETF (NYSEARCA:SCHX).

Institutional Ownership by Quarter for Schwab U.S. Large-Cap ETF (NYSEARCA:SCHX)

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