Wavvest Wealth LLC bought a new position in shares of Schwab US Large-Cap ETF (NYSEARCA:SCHX – Free Report) during the third quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The institutional investor bought 104,421 shares of the company’s stock, valued at approximately $3,133,000. Schwab US Large-Cap ETF accounts for approximately 2.5% of Wavvest Wealth LLC’s investment portfolio, making the stock its 11th largest holding.
A number of other large investors also recently modified their holdings of SCHX. Legacy Private Trust Co. acquired a new position in Schwab US Large-Cap ETF in the third quarter valued at approximately $10,825,000. HB Wealth Management LLC grew its holdings in shares of Schwab US Large-Cap ETF by 2.6% during the second quarter. HB Wealth Management LLC now owns 3,146,255 shares of the company’s stock valued at $92,594,000 after purchasing an additional 78,921 shares during the last quarter. Lido Advisors LLC grew its holdings in shares of Schwab US Large-Cap ETF by 5.7% during the first quarter. Lido Advisors LLC now owns 363,701 shares of the company’s stock valued at $9,327,000 after purchasing an additional 19,671 shares during the last quarter. Western Wealth Management LLC grew its holdings in shares of Schwab US Large-Cap ETF by 102.6% during the first quarter. Western Wealth Management LLC now owns 249,040 shares of the company’s stock valued at $6,385,000 after purchasing an additional 126,095 shares during the last quarter. Finally, Cornerstone Advisors Asset Management LLC raised its position in shares of Schwab US Large-Cap ETF by 23.4% during the 2nd quarter. Cornerstone Advisors Asset Management LLC now owns 3,695,022 shares of the company’s stock worth $108,744,000 after purchasing an additional 700,586 shares during the period.
Schwab US Large-Cap ETF Trading Up 0.6%
Shares of Schwab US Large-Cap ETF stock opened at $30.42 on Thursday. The business’s 50 day simple moving average is $30.27 and its 200-day simple moving average is $29.43. The stock has a market capitalization of $74.88 billion, a price-to-earnings ratio of 25.66 and a beta of 1.01. Schwab US Large-Cap ETF has a twelve month low of $24.81 and a twelve month high of $30.79.
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. 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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