Ascent Group LLC Increases Position in Schwab US Large-Cap ETF $SCHX

Ascent Group LLC raised its holdings in shares of Schwab US Large-Cap ETF (NYSEARCA:SCHX) by 50.0% in the second quarter, according to its most recent Form 13F filing with the SEC. The institutional investor owned 43,374 shares of the company’s stock after purchasing an additional 14,463 shares during the period. Ascent Group LLC’s holdings in Schwab US Large-Cap ETF were worth $1,060,000 as of its most recent SEC filing.

Other large investors have also recently made changes to their positions in the company. US Bancorp DE grew its stake 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 during the last quarter. Betterment LLC raised its holdings in 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 buying an additional 7,201,786 shares during the last quarter. Fund Evaluation Group LLC raised its holdings in 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 buying an additional 3,755,090 shares during the last quarter. Northwestern Mutual Wealth Management Co. lifted its stake 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 buying an additional 3,701,133 shares in the last quarter. Finally, Wealthspire Advisors LLC grew its holdings in shares of Schwab US Large-Cap ETF by 95.7% during the first quarter. Wealthspire Advisors LLC now owns 6,083,326 shares of the company’s stock valued at $134,320,000 after buying an additional 2,974,256 shares during the last quarter.

Schwab US Large-Cap ETF Stock Down 0.1%

Shares of SCHX opened at $26.48 on Monday. The company has a market capitalization of $61.36 billion, a P/E ratio of 25.66 and a beta of 1.01. Schwab US Large-Cap ETF has a twelve month low of $19.00 and a twelve month high of $26.63. The firm has a 50 day moving average of $25.68 and a 200 day moving average of $23.93.

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.