Dakota Wealth Management Has $4.17 Million Stake in Schwab US Large-Cap ETF (NYSEARCA:SCHX)

Dakota Wealth Management lifted its stake in shares of Schwab US Large-Cap ETF (NYSEARCA:SCHX) by 205.0% in the fourth quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The fund owned 179,963 shares of the company’s stock after acquiring an additional 120,954 shares during the quarter. Dakota Wealth Management’s holdings in Schwab US Large-Cap ETF were worth $4,172,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

Several other hedge funds have also recently added to or reduced their stakes in SCHX. Concourse Financial Group Securities Inc. grew its holdings 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 worth $25,000 after acquiring an additional 258 shares during the period. Versant Capital Management Inc boosted its position in shares of Schwab US Large-Cap ETF by 201.0% during 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 in the last quarter. IFS Advisors LLC acquired a new stake in Schwab US Large-Cap ETF during the fourth quarter worth approximately $30,000. Brooklyn Investment Group bought a new stake in Schwab US Large-Cap ETF in the fourth quarter worth approximately $32,000. Finally, Rise Advisors LLC lifted its stake in Schwab US Large-Cap ETF by 459.5% in the fourth quarter. Rise Advisors LLC now owns 1,410 shares of the company’s stock valued at $33,000 after buying an additional 1,158 shares during the period.

Schwab US Large-Cap ETF Stock Up 0.5 %

Shares of SCHX stock opened at $24.07 on Thursday. The firm has a 50 day moving average of $23.60 and a 200-day moving average of $22.68. The company has a market cap of $15.69 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 $19.08 and a 52 week high of $24.19.

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.