Wealth Group Ltd Raises Position in Schwab US Large-Cap ETF (NYSEARCA:SCHX)

Wealth Group Ltd lifted its stake in Schwab US Large-Cap ETF (NYSEARCA:SCHX) by 198.1% in the 4th quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The institutional investor owned 117,263 shares of the company’s stock after purchasing an additional 77,928 shares during the period. Schwab US Large-Cap ETF accounts for approximately 0.8% of Wealth Group Ltd’s holdings, making the stock its 17th largest position. Wealth Group Ltd’s holdings in Schwab US Large-Cap ETF were worth $2,718,000 as of its most recent SEC filing.

A number of other institutional investors also recently bought and sold shares of the stock. Concourse Financial Group Securities Inc. grew its stake in shares of Schwab US Large-Cap ETF by 224.3% during the 3rd quarter. Concourse Financial Group Securities Inc. now owns 373 shares of the company’s stock valued at $25,000 after acquiring an additional 258 shares during the period. Versant Capital Management Inc lifted its holdings in Schwab US Large-Cap ETF by 201.0% during the fourth quarter. Versant Capital Management Inc now owns 1,261 shares of the company’s stock valued at $29,000 after purchasing an additional 842 shares in the last quarter. Rise Advisors LLC boosted its position in shares of Schwab US Large-Cap ETF by 459.5% in the fourth quarter. Rise Advisors LLC now owns 1,410 shares of the company’s stock worth $33,000 after purchasing an additional 1,158 shares during the period. GAMMA Investing LLC increased its stake in shares of Schwab US Large-Cap ETF by 199.8% in the fourth quarter. GAMMA Investing LLC now owns 1,481 shares of the company’s stock worth $34,000 after purchasing an additional 987 shares in the last quarter. Finally, City State Bank bought a new stake in shares of Schwab US Large-Cap ETF during the 3rd quarter valued at $42,000.

Schwab US Large-Cap ETF Trading Up 0.2 %

Shares of SCHX traded up $0.05 during trading hours on Wednesday, reaching $23.36. 7,770,226 shares of the stock traded hands, compared to its average volume of 8,883,725. The company has a market cap of $15.23 billion, a P/E ratio of 26.53 and a beta of 1.02. The company’s 50-day moving average price is $23.54 and its two-hundred day moving average price is $22.55. Schwab US Large-Cap ETF has a 52-week low of $18.56 and a 52-week high of $24.19.

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.