Capital Wealth Planning LLC lifted its stake in shares of Schwab US Large-Cap ETF (NYSEARCA:SCHX – Free Report) by 197.0% during the fourth quarter, according to its most recent filing with the Securities & Exchange Commission. The firm owned 13,693 shares of the company’s stock after acquiring an additional 9,082 shares during the period. Capital Wealth Planning LLC’s holdings in Schwab US Large-Cap ETF were worth $317,000 at the end of the most recent reporting period.
A number of other institutional investors also recently modified their holdings of the stock. Cornerstone Planning Group LLC lifted its position 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 acquiring an additional 528 shares during the period. Lynx Investment Advisory lifted its position in shares of Schwab US Large-Cap ETF by 3.5% during the 3rd quarter. Lynx Investment Advisory now owns 16,503 shares of the company’s stock valued at $1,120,000 after acquiring an additional 560 shares during the period. Glass Jacobson Investment Advisors llc raised its holdings in Schwab US Large-Cap ETF by 39.1% during the third quarter. Glass Jacobson Investment Advisors llc now owns 2,024 shares of the company’s stock worth $137,000 after buying an additional 569 shares during the last quarter. Kingsview Wealth Management LLC raised its holdings in Schwab US Large-Cap ETF by 2.8% during the third quarter. Kingsview Wealth Management LLC now owns 22,409 shares of the company’s stock worth $1,520,000 after buying an additional 607 shares during the last quarter. Finally, Claro Advisors LLC grew its holdings in shares of Schwab US Large-Cap ETF by 4.6% during the third quarter. Claro Advisors LLC now owns 14,027 shares of the company’s stock valued at $952,000 after buying an additional 622 shares during the last quarter.
Schwab US Large-Cap ETF Price Performance
Shares of NYSEARCA SCHX opened at $23.51 on Friday. The stock has a market capitalization of $52.66 billion, a P/E ratio of 26.64 and a beta of 1.02. The company has a 50-day moving average price of $23.71 and a 200-day moving average price of $23.15. Schwab US Large-Cap ETF has a 1 year low of $19.50 and a 1 year high of $24.31.
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.
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