Wagner Bowman Management Corp Has $4.98 Million Stake in Schwab US Large-Cap ETF (NYSEARCA:SCHX)

Wagner Bowman Management Corp boosted its position in shares of Schwab US Large-Cap ETF (NYSEARCA:SCHX) by 9.4% in the second quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund owned 71,013 shares of the company’s stock after acquiring an additional 6,125 shares during the period. Schwab US Large-Cap ETF accounts for 1.2% of Wagner Bowman Management Corp’s investment portfolio, making the stock its 20th biggest holding. Wagner Bowman Management Corp’s holdings in Schwab US Large-Cap ETF were worth $4,984,000 at the end of the most recent reporting period.

Other institutional investors have also recently added to or reduced their stakes in the company. Northern Oak Wealth Management Inc. acquired a new position in shares of Schwab US Large-Cap ETF during the first quarter valued at about $27,000. Macroview Investment Management LLC raised its position in shares of Schwab US Large-Cap ETF by 438.6% during the first quarter. Macroview Investment Management LLC now owns 447 shares of the company’s stock valued at $30,000 after buying an additional 364 shares during the last quarter. Elm Partners Management LLC acquired a new position in shares of Schwab US Large-Cap ETF during the first quarter valued at about $33,000. Alera Investment Advisors LLC bought a new stake in Schwab US Large-Cap ETF in the first quarter valued at about $45,000. Finally, Enterprise Financial Services Corp bought a new stake in Schwab US Large-Cap ETF in the first quarter valued at about $46,000.

NYSEARCA SCHX traded up $1.04 on Friday, reaching $69.12. The company’s stock had a trading volume of 18,340 shares, compared to its average volume of 1,253,999. The business has a 50-day moving average price of $70.80 and a 200 day moving average price of $68.62. Schwab US Large-Cap ETF has a 52 week low of $55.87 and a 52 week high of $72.35.

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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