Congress Wealth Management LLC DE Has $31.58 Million Position in Schwab US Large-Cap ETF (NYSEARCA:SCHX)

Congress Wealth Management LLC DE lifted its position in Schwab US Large-Cap ETF (NYSEARCA:SCHX) by 201.0% in the fourth quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The institutional investor owned 1,362,304 shares of the company’s stock after buying an additional 909,742 shares during the period. Congress Wealth Management LLC DE owned about 0.21% of Schwab US Large-Cap ETF worth $31,578,000 as of its most recent SEC filing.

Several other hedge funds have also added to or reduced their stakes in SCHX. McClarren Financial Advisors Inc. bought a new stake in shares of Schwab US Large-Cap ETF in the fourth quarter worth about $25,000. Versant Capital Management Inc grew its position in shares of Schwab US Large-Cap ETF by 201.0% in the 4th quarter. Versant Capital Management Inc now owns 1,261 shares of the company’s stock valued at $29,000 after purchasing an additional 842 shares during the period. IFS Advisors LLC bought a new stake in Schwab US Large-Cap ETF during the 4th quarter worth approximately $30,000. Princeton Global Asset Management LLC raised its holdings in Schwab US Large-Cap ETF by 200.7% during the 4th quarter. Princeton Global Asset Management LLC now owns 1,299 shares of the company’s stock worth $30,000 after buying an additional 867 shares during the period. Finally, Brooklyn Investment Group bought a new position in Schwab US Large-Cap ETF in the fourth quarter valued at approximately $32,000.

Schwab US Large-Cap ETF Stock Up 0.1 %

Schwab US Large-Cap ETF stock opened at $22.38 on Monday. The company has a 50 day moving average of $23.40 and a 200-day moving average of $23.20. Schwab US Large-Cap ETF has a twelve month low of $19.50 and a twelve month high of $24.31. The stock has a market capitalization of $50.36 billion, a PE ratio of 24.44 and a beta of 1.03.

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.