Consilium Wealth Advisory LLC Acquires 14,322 Shares of Schwab US Large-Cap ETF $SCHX

Consilium Wealth Advisory LLC lifted its position in Schwab US Large-Cap ETF (NYSEARCA:SCHX) by 4.1% during the 2nd quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The institutional investor owned 359,978 shares of the company’s stock after acquiring an additional 14,322 shares during the period. Schwab US Large-Cap ETF comprises approximately 3.7% of Consilium Wealth Advisory LLC’s holdings, making the stock its 8th largest position. Consilium Wealth Advisory LLC’s holdings in Schwab US Large-Cap ETF were worth $8,798,000 at the end of the most recent reporting period.

Several other institutional investors have also made changes to their positions in SCHX. US Bancorp DE increased its position in shares of Schwab US Large-Cap ETF by 5.2% in the first quarter. US Bancorp DE now owns 217,201,393 shares of the company’s stock worth $4,795,807,000 after acquiring an additional 10,782,297 shares in the last quarter. Betterment LLC increased its position in shares of Schwab US Large-Cap ETF by 119.6% in the first quarter. Betterment LLC now owns 13,225,086 shares of the company’s stock worth $292,010,000 after acquiring an additional 7,201,786 shares in the last quarter. Fund Evaluation Group LLC increased its position in shares of Schwab US Large-Cap ETF by 89.4% in the first quarter. Fund Evaluation Group LLC now owns 7,955,519 shares of the company’s stock worth $175,658,000 after acquiring an additional 3,755,090 shares in the last quarter. Northwestern Mutual Wealth Management Co. increased its position in shares of Schwab US Large-Cap ETF by 17.8% in the first quarter. Northwestern Mutual Wealth Management Co. now owns 24,479,012 shares of the company’s stock worth $540,497,000 after acquiring an additional 3,701,133 shares in the last quarter. Finally, Wealthspire Advisors LLC increased its position in shares of Schwab US Large-Cap ETF by 95.7% in the first quarter. Wealthspire Advisors LLC now owns 6,083,326 shares of the company’s stock worth $134,320,000 after acquiring an additional 2,974,256 shares in the last quarter.

Schwab US Large-Cap ETF Price Performance

Schwab US Large-Cap ETF stock opened at $26.48 on Friday. The firm’s 50 day simple moving average is $25.68 and its 200-day simple moving average is $23.91. The company has a market cap of $61.36 billion, a P/E ratio of 25.66 and a beta of 1.01. Schwab US Large-Cap ETF has a fifty-two week low of $19.00 and a fifty-two week high of $26.63.

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.