Kohmann Bosshard Financial Services LLC boosted its position in Schwab US Large-Cap ETF (NYSEARCA:SCHX – Free Report) by 4.7% during the 1st quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 7,465,942 shares of the company’s stock after purchasing an additional 337,580 shares during the quarter. Schwab US Large-Cap ETF comprises 16.2% of Kohmann Bosshard Financial Services LLC’s investment portfolio, making the stock its biggest position. Kohmann Bosshard Financial Services LLC owned about 0.31% of Schwab US Large-Cap ETF worth $191,595,000 at the end of the most recent reporting period.
Several other large investors have also recently bought and sold shares of SCHX. Corient Private Wealth LLC grew its position in shares of Schwab US Large-Cap ETF by 163.9% during the 2nd quarter. Corient Private Wealth LLC now owns 12,518,206 shares of the company’s stock valued at $306,087,000 after purchasing an additional 7,775,179 shares in the last quarter. EP Wealth Advisors LLC purchased a new stake in shares of Schwab US Large-Cap ETF in the fourth quarter worth $86,562,000. Fund Evaluation Group LLC raised its position in shares of Schwab US Large-Cap ETF by 32.4% in the fourth quarter. Fund Evaluation Group LLC now owns 9,492,565 shares of the company’s stock worth $255,445,000 after buying an additional 2,325,216 shares in the last quarter. Moneta Group Investment Advisors LLC raised its position in shares of Schwab US Large-Cap ETF by 5.5% in the third quarter. Moneta Group Investment Advisors LLC now owns 34,779,046 shares of the company’s stock worth $916,080,000 after buying an additional 1,808,743 shares in the last quarter. Finally, Modern Wealth Management LLC boosted its stake in Schwab US Large-Cap ETF by 3,179.2% during the third quarter. Modern Wealth Management LLC now owns 1,815,186 shares of the company’s stock valued at $47,812,000 after buying an additional 1,759,832 shares during the period.
Schwab US Large-Cap ETF Stock Up 0.8%
Schwab US Large-Cap ETF stock opened at $29.43 on Wednesday. Schwab US Large-Cap ETF has a 52 week low of $24.36 and a 52 week high of $29.95. The business has a 50-day simple moving average of $29.02 and a 200 day simple moving average of $27.61. The stock has a market cap of $70.97 billion, a price-to-earnings ratio of 25.66 and a beta of 1.01.
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. The Index is a float-adjusted market capitalization weighted index. The types of derivatives used by the Fund are options, futures, options on futures and swaps.
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