Schwab US Large-Cap ETF $SCHX Position Lifted by David Wealth Management LLC

David Wealth Management LLC raised its stake in Schwab US Large-Cap ETF (NYSEARCA:SCHX) by 25.3% in the 2nd quarter, according to its most recent filing with the SEC. The fund owned 57,775 shares of the company’s stock after purchasing an additional 11,660 shares during the period. Schwab US Large-Cap ETF accounts for approximately 1.1% of David Wealth Management LLC’s holdings, making the stock its 13th biggest holding. David Wealth Management LLC’s holdings in Schwab US Large-Cap ETF were worth $1,412,000 at the end of the most recent reporting period.

A number of other institutional investors have also modified their holdings of the stock. Crews Bank & Trust acquired a new stake in Schwab US Large-Cap ETF during the second quarter valued at approximately $26,000. Orion Capital Management LLC bought a new stake in shares of Schwab US Large-Cap ETF in the 1st quarter valued at approximately $27,000. S.A. Mason LLC acquired a new stake in shares of Schwab US Large-Cap ETF during the 2nd quarter valued at approximately $29,000. Bridge Generations Wealth Management LLC lifted its stake in Schwab US Large-Cap ETF by 238.7% during the first quarter. Bridge Generations Wealth Management LLC now owns 1,592 shares of the company’s stock worth $35,000 after purchasing an additional 1,122 shares during the last quarter. Finally, MorganRosel Wealth Management LLC acquired a new position in Schwab US Large-Cap ETF in the first quarter worth $36,000.

Schwab US Large-Cap ETF Stock Performance

Shares of NYSEARCA:SCHX opened at $26.48 on Monday. The stock has a market capitalization of $61.36 billion, a price-to-earnings ratio of 25.66 and a beta of 1.01. Schwab US Large-Cap ETF has a 1-year low of $19.00 and a 1-year high of $26.63. The company’s fifty day moving average is $25.68 and its two-hundred day moving average is $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.