Schwab US Large-Cap ETF $SCHX Shares Acquired by JFG Wealth Management LLC

JFG Wealth Management LLC lifted its position in Schwab US Large-Cap ETF (NYSEARCA:SCHX) by 279.0% during the second quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The fund owned 151,058 shares of the company’s stock after acquiring an additional 111,203 shares during the period. Schwab US Large-Cap ETF accounts for 0.8% of JFG Wealth Management LLC’s holdings, making the stock its 12th largest position. JFG Wealth Management LLC’s holdings in Schwab US Large-Cap ETF were worth $3,692,000 at the end of the most recent quarter.

Several other large investors have also recently made changes to their positions in the company. US Bancorp DE lifted its holdings in Schwab US Large-Cap ETF by 5.2% in the 1st quarter. US Bancorp DE now owns 217,201,393 shares of the company’s stock valued at $4,795,807,000 after purchasing an additional 10,782,297 shares in the last quarter. Betterment LLC grew its holdings in shares of Schwab US Large-Cap ETF by 119.6% during 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 in the last quarter. Northwestern Mutual Wealth Management Co. raised 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 valued at $540,497,000 after buying an additional 3,701,133 shares during the last quarter. Wealthspire Advisors LLC raised 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 valued at $134,320,000 after buying an additional 2,974,256 shares during the last quarter. Finally, HighTower Advisors LLC lifted its stake in shares of Schwab US Large-Cap ETF by 26.9% in the first quarter. HighTower Advisors LLC now owns 14,010,112 shares of the company’s stock worth $309,343,000 after buying an additional 2,973,990 shares in the last quarter.

Schwab US Large-Cap ETF Trading Up 0.2%

SCHX opened at $27.00 on Wednesday. Schwab US Large-Cap ETF has a twelve month low of $19.00 and a twelve month high of $27.27. The firm has a market capitalization of $62.70 billion, a PE ratio of 25.66 and a beta of 1.01. The firm’s 50-day moving average price is $26.40 and its 200 day moving average price is $24.96.

Schwab US Large-Cap ETF Company 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.