Schwab US Large-Cap ETF (NYSEARCA:SCHX) Shares Bought by Sheets Smith Wealth Management

Sheets Smith Wealth Management boosted its stake in shares of Schwab US Large-Cap ETF (NYSEARCA:SCHX) by 199.7% in the 4th quarter, according to its most recent Form 13F filing with the SEC. The fund owned 806,995 shares of the company’s stock after purchasing an additional 537,729 shares during the period. Schwab US Large-Cap ETF accounts for about 2.3% of Sheets Smith Wealth Management’s investment portfolio, making the stock its 6th biggest holding. Sheets Smith Wealth Management’s holdings in Schwab US Large-Cap ETF were worth $18,706,000 as of its most recent filing with the SEC.

Several other institutional investors have also recently made changes to their positions in SCHX. US Bancorp DE grew its position in shares of Schwab US Large-Cap ETF by 43.8% in the 3rd quarter. US Bancorp DE now owns 20,593,427 shares of the company’s stock valued at $1,397,264,000 after acquiring an additional 6,275,290 shares during the period. Campbell Wealth Management bought a new position in Schwab US Large-Cap ETF during the third quarter worth $346,668,000. BlueSky Wealth Advisors LLC lifted its stake in shares of Schwab US Large-Cap ETF by 203.2% during the 4th quarter. BlueSky Wealth Advisors LLC now owns 5,990,685 shares of the company’s stock worth $138,864,000 after buying an additional 4,014,627 shares during the last quarter. Orgel Wealth Management LLC boosted its holdings in shares of Schwab US Large-Cap ETF by 206.0% during the fourth quarter. Orgel Wealth Management LLC now owns 4,630,059 shares of the company’s stock worth $107,325,000 after acquiring an additional 3,116,909 shares during the period. Finally, Marcum Wealth LLC boosted its stake in Schwab US Large-Cap ETF by 190.6% in the 4th quarter. Marcum Wealth LLC now owns 3,723,872 shares of the company’s stock valued at $86,319,000 after purchasing an additional 2,442,216 shares during the period.

Schwab US Large-Cap ETF Stock Up 1.0 %

Shares of NYSEARCA:SCHX opened at $23.94 on Wednesday. The firm has a market cap of $15.61 billion, a PE ratio of 26.53 and a beta of 1.02. Schwab US Large-Cap ETF has a 12-month low of $19.08 and a 12-month high of $24.19. The company’s 50 day moving average price is $23.60 and its two-hundred day moving average price is $22.66.

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.