Curio Wealth LLC Takes Position in Schwab US Large-Cap ETF (NYSEARCA:SCHX)

Curio Wealth LLC acquired a new position in shares of Schwab US Large-Cap ETF (NYSEARCA:SCHX) during the fourth quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The institutional investor acquired 36,534 shares of the company’s stock, valued at approximately $847,000.

A number of other institutional investors and hedge funds have also recently bought and sold shares of SCHX. McClarren Financial Advisors Inc. purchased a new stake in shares of Schwab US Large-Cap ETF during the 4th quarter worth $25,000. Versant Capital Management Inc boosted its holdings in 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 worth $29,000 after buying an additional 842 shares in the last quarter. IFS Advisors LLC purchased a new stake in Schwab US Large-Cap ETF during the fourth quarter worth about $30,000. Princeton Global Asset Management LLC grew its position in Schwab US Large-Cap ETF by 200.7% during the fourth 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 purchased a new position in Schwab US Large-Cap ETF in the fourth quarter valued at about $32,000.

Schwab US Large-Cap ETF Price Performance

Shares of NYSEARCA:SCHX opened at $22.20 on Monday. The firm has a market capitalization of $49.95 billion, a price-to-earnings ratio of 24.44 and a beta of 1.03. The business’s 50 day simple moving average is $23.50 and its 200-day simple moving average is $23.19. Schwab US Large-Cap ETF has a 12 month low of $19.50 and a 12 month high of $24.31.

About Schwab US Large-Cap ETF

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.