BCS Wealth Management Invests $17.29 Million in Schwab US Large-Cap ETF (NYSEARCA:SCHX)

BCS Wealth Management acquired a new stake in Schwab US Large-Cap ETF (NYSEARCA:SCHX) during the 4th quarter, according to its most recent filing with the Securities and Exchange Commission. The firm acquired 746,081 shares of the company’s stock, valued at approximately $17,294,000. Schwab US Large-Cap ETF comprises about 4.3% of BCS Wealth Management’s investment portfolio, making the stock its 2nd biggest holding. BCS Wealth Management owned about 0.11% of Schwab US Large-Cap ETF at the end of the most recent quarter.

Other hedge funds and other institutional investors have also made changes to their positions in the company. Concourse Financial Group Securities Inc. raised its stake 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 valued at $25,000 after acquiring an additional 258 shares in the last quarter. Versant Capital Management Inc raised its stake in shares of Schwab US Large-Cap ETF by 201.0% during the fourth 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 in the last quarter. Rise Advisors LLC raised its stake in shares of Schwab US Large-Cap ETF by 459.5% during the fourth quarter. Rise Advisors LLC now owns 1,410 shares of the company’s stock valued at $33,000 after purchasing an additional 1,158 shares in the last quarter. GAMMA Investing LLC lifted its holdings in Schwab US Large-Cap ETF by 199.8% in the fourth quarter. GAMMA Investing LLC now owns 1,481 shares of the company’s stock worth $34,000 after purchasing an additional 987 shares during the period. Finally, City State Bank bought a new position in Schwab US Large-Cap ETF in the 3rd quarter valued at about $42,000.

Schwab US Large-Cap ETF Trading Up 0.1 %

Schwab US Large-Cap ETF stock opened at $23.05 on Tuesday. The company’s 50-day moving average price is $23.59 and its two-hundred day moving average price is $22.59. The stock has a market cap of $15.03 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 $18.56 and a 52 week high of $24.19.

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.