Klingman & Associates LLC Has $623,000 Holdings in Schwab US Large-Cap ETF (NYSEARCA:SCHX)

Klingman & Associates LLC boosted its holdings in shares of Schwab US Large-Cap ETF (NYSEARCA:SCHX) by 172.2% in the fourth quarter, HoldingsChannel reports. The fund owned 26,889 shares of the company’s stock after buying an additional 17,012 shares during the quarter. Klingman & Associates LLC’s holdings in Schwab US Large-Cap ETF were worth $623,000 as of its most recent SEC filing.

Other institutional investors have also recently bought and sold shares of the company. Concourse Financial Group Securities Inc. boosted its position in 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 worth $25,000 after acquiring an additional 258 shares during the period. Cornerstone Planning Group LLC lifted its holdings in shares of Schwab US Large-Cap ETF by 200.8% during the 3rd quarter. Cornerstone Planning Group LLC now owns 791 shares of the company’s stock valued at $54,000 after buying an additional 528 shares during the last quarter. McClarren Financial Advisors Inc. acquired a new stake in shares of Schwab US Large-Cap ETF during the 4th quarter valued at about $25,000. Reston Wealth Management LLC acquired a new stake in shares of Schwab US Large-Cap ETF during the 3rd quarter valued at about $85,000. Finally, Versant Capital Management Inc lifted its holdings in shares of Schwab US Large-Cap ETF by 201.0% during the 4th quarter. Versant Capital Management Inc now owns 1,261 shares of the company’s stock valued at $29,000 after buying an additional 842 shares during the last quarter.

Schwab US Large-Cap ETF Price Performance

Shares of Schwab US Large-Cap ETF stock opened at $24.26 on Wednesday. The firm has a market cap of $15.82 billion, a price-to-earnings ratio of 26.53 and a beta of 1.02. Schwab US Large-Cap ETF has a 52-week low of $19.50 and a 52-week high of $24.26. The stock has a 50-day simple moving average of $23.70 and a 200-day simple moving average of $22.98.

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.