Schwab US Large-Cap ETF (NYSEARCA:SCHX) Shares Bought by Cherry Tree Wealth Management LLC

Cherry Tree Wealth Management LLC raised its holdings in Schwab US Large-Cap ETF (NYSEARCA:SCHX) by 199.0% during the fourth quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 63,559 shares of the company’s stock after buying an additional 42,301 shares during the period. Cherry Tree Wealth Management LLC’s holdings in Schwab US Large-Cap ETF were worth $1,473,000 as of its most recent SEC filing.

A number of other hedge funds and other institutional investors also recently bought and sold shares of the business. Howard Capital Management Group LLC acquired a new stake in shares of Schwab US Large-Cap ETF during the third quarter worth about $209,000. PFG Investments LLC acquired a new stake in shares of Schwab US Large-Cap ETF during the third quarter worth about $203,000. Smith Salley Wealth Management increased its position in shares of Schwab US Large-Cap ETF by 64.6% during the third quarter. Smith Salley Wealth Management now owns 16,291 shares of the company’s stock worth $1,105,000 after purchasing an additional 6,394 shares in the last quarter. Kavar Capital Partners Group LLC increased its position in shares of Schwab US Large-Cap ETF by 2.3% during the third quarter. Kavar Capital Partners Group LLC now owns 436,929 shares of the company’s stock worth $29,646,000 after purchasing an additional 9,858 shares in the last quarter. Finally, Financial Management Professionals Inc. increased its position in shares of Schwab US Large-Cap ETF by 14,141.2% during the third quarter. Financial Management Professionals Inc. now owns 398,327 shares of the company’s stock worth $27,026,000 after purchasing an additional 395,530 shares in the last quarter.

Schwab US Large-Cap ETF Stock Performance

SCHX opened at $23.75 on Monday. The business’s 50-day simple moving average is $23.72 and its 200-day simple moving average is $23.08. Schwab US Large-Cap ETF has a one year low of $19.50 and a one year high of $24.31. The stock has a market capitalization of $53.20 billion, a P/E ratio of 26.64 and a beta of 1.02.

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.