WealthPLAN Partners LLC lifted its position in Schwab US Large-Cap ETF (NYSEARCA:SCHX – Free Report) by 3.3% in the 2nd quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The fund owned 30,440 shares of the company’s stock after acquiring an additional 966 shares during the quarter. WealthPLAN Partners LLC’s holdings in Schwab US Large-Cap ETF were worth $744,000 at the end of the most recent reporting period.
Several other institutional investors have also recently made changes to their positions in SCHX. Asset Management Group Inc. grew its position in shares of Schwab US Large-Cap ETF by 0.3% in the 1st quarter. Asset Management Group Inc. now owns 175,006 shares of the company’s stock worth $3,864,000 after buying an additional 452 shares during the last quarter. Westbourne Investments Inc. grew its position in shares of Schwab US Large-Cap ETF by 0.7% in the 2nd quarter. Westbourne Investments Inc. now owns 69,563 shares of the company’s stock worth $1,700,000 after buying an additional 455 shares during the last quarter. Ascent Group LLC grew its position in shares of Schwab US Large-Cap ETF by 1.7% in the 1st quarter. Ascent Group LLC now owns 28,911 shares of the company’s stock worth $638,000 after buying an additional 470 shares during the last quarter. Wedgewood Investors Inc. PA grew its position in shares of Schwab US Large-Cap ETF by 0.5% in the 1st quarter. Wedgewood Investors Inc. PA now owns 102,235 shares of the company’s stock worth $2,257,000 after buying an additional 477 shares during the last quarter. Finally, Wedmont Private Capital grew its position in shares of Schwab US Large-Cap ETF by 0.5% in the 2nd quarter. Wedmont Private Capital now owns 112,700 shares of the company’s stock worth $2,787,000 after buying an additional 533 shares during the last quarter.
Schwab US Large-Cap ETF Stock Up 0.5%
Shares of Schwab US Large-Cap ETF stock opened at $26.35 on Thursday. The firm’s 50 day moving average price is $25.90 and its 200-day moving average price is $24.13. Schwab US Large-Cap ETF has a 52-week low of $19.00 and a 52-week high of $26.68. The company has a market cap of $61.07 billion, a P/E ratio of 25.66 and a beta of 1.01.
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.
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