Wagner Wealth Management LLC Increases Stake in Schwab US Large-Cap ETF (NYSEARCA:SCHX)

Wagner Wealth Management LLC boosted its stake in Schwab US Large-Cap ETF (NYSEARCA:SCHX) by 206.3% in the fourth quarter, according to the company in its most recent disclosure with the SEC. The firm owned 13,326 shares of the company’s stock after purchasing an additional 8,975 shares during the quarter. Wagner Wealth Management LLC’s holdings in Schwab US Large-Cap ETF were worth $309,000 as of its most recent filing with the SEC.

Several other institutional investors and hedge funds have also recently bought and sold shares of SCHX. Brass Tax Wealth Management Inc. acquired a new stake in shares of Schwab US Large-Cap ETF during the 3rd quarter worth $3,040,000. B. Riley Wealth Advisors Inc. raised its holdings in shares of Schwab US Large-Cap ETF by 4.8% in the 3rd quarter. B. Riley Wealth Advisors Inc. now owns 110,984 shares of the company’s stock worth $7,469,000 after purchasing an additional 5,035 shares during the period. Howard Capital Management Group LLC purchased a new position in shares of Schwab US Large-Cap ETF in the 3rd quarter worth about $209,000. Anchor Investment Management LLC lifted its stake in shares of Schwab US Large-Cap ETF by 8.1% in the 3rd quarter. Anchor Investment Management LLC now owns 375,706 shares of the company’s stock valued at $25,492,000 after purchasing an additional 28,277 shares in the last quarter. Finally, World Investment Advisors LLC grew its holdings in shares of Schwab US Large-Cap ETF by 12.5% during the 3rd quarter. World Investment Advisors LLC now owns 50,196 shares of the company’s stock worth $3,406,000 after purchasing an additional 5,575 shares during the period.

Schwab US Large-Cap ETF Stock Performance

NYSEARCA SCHX opened at $23.85 on Monday. The firm has a market capitalization of $15.55 billion, a price-to-earnings ratio of 26.53 and a beta of 1.02. Schwab US Large-Cap ETF has a one year low of $19.39 and a one year high of $24.23. The company’s 50 day moving average price is $23.70 and its 200 day moving average price is $22.85.

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.