Atria Wealth Solutions Inc. Has $7.95 Million Stock Position in Schwab US Large-Cap ETF (NYSEARCA:SCHX)

Atria Wealth Solutions Inc. increased its stake in Schwab US Large-Cap ETF (NYSEARCA:SCHX) by 323.4% during the fourth quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The firm owned 343,156 shares of the company’s stock after acquiring an additional 262,102 shares during the quarter. Atria Wealth Solutions Inc.’s holdings in Schwab US Large-Cap ETF were worth $7,954,000 at the end of the most recent reporting period.

A number of other hedge funds and other institutional investors also recently made changes to their positions in the stock. Concourse Financial Group Securities Inc. lifted its stake in Schwab US Large-Cap ETF by 224.3% in the third quarter. Concourse Financial Group Securities Inc. now owns 373 shares of the company’s stock valued at $25,000 after buying an additional 258 shares during the period. Cornerstone Planning Group LLC lifted its stake in Schwab US Large-Cap ETF by 200.8% in the third 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 period. Lynx Investment Advisory lifted its stake in Schwab US Large-Cap ETF by 3.5% in the third quarter. Lynx Investment Advisory now owns 16,503 shares of the company’s stock valued at $1,120,000 after buying an additional 560 shares during the period. Glass Jacobson Investment Advisors llc lifted its stake in Schwab US Large-Cap ETF by 39.1% in the third quarter. Glass Jacobson Investment Advisors llc now owns 2,024 shares of the company’s stock valued at $137,000 after buying an additional 569 shares during the period. Finally, Kingsview Wealth Management LLC lifted its stake in Schwab US Large-Cap ETF by 2.8% in the third quarter. Kingsview Wealth Management LLC now owns 22,409 shares of the company’s stock valued at $1,520,000 after buying an additional 607 shares during the period.

Schwab US Large-Cap ETF Stock Performance

Shares of SCHX opened at $24.26 on Wednesday. Schwab US Large-Cap ETF has a 52-week low of $19.50 and a 52-week high of $24.26. The business’s 50 day moving average price is $23.70 and its two-hundred day moving average price is $22.98. The firm has a market cap of $15.82 billion, a PE ratio of 26.53 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.