Kingswood Wealth Advisors LLC raised its holdings in shares of Schwab US Large-Cap ETF (NYSEARCA:SCHX – Free Report) by 269.0% during the fourth quarter, according to its most recent filing with the SEC. The firm owned 27,164 shares of the company’s stock after purchasing an additional 19,802 shares during the period. Kingswood Wealth Advisors LLC’s holdings in Schwab US Large-Cap ETF were worth $630,000 at the end of the most recent reporting period.
Other large investors have also modified their holdings of the company. Concourse Financial Group Securities Inc. raised its holdings 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 worth $25,000 after purchasing an additional 258 shares in the last quarter. City State Bank acquired a new stake in Schwab US Large-Cap ETF in the third quarter valued at approximately $42,000. Marquette Asset Management LLC purchased a new position in Schwab US Large-Cap ETF in the third quarter worth $43,000. Strategic Investment Solutions Inc. IL acquired a new position in shares of Schwab US Large-Cap ETF during the second quarter worth $45,000. Finally, Cornerstone Planning Group LLC lifted its holdings in shares of Schwab US Large-Cap ETF by 200.8% during the 3rd quarter. Cornerstone Planning Group LLC now owns 791 shares of the company’s stock valued at $54,000 after purchasing an additional 528 shares during the last quarter.
Schwab US Large-Cap ETF Price Performance
Shares of SCHX stock opened at $23.88 on Thursday. The stock’s fifty day moving average price is $23.67 and its 200 day moving average price is $22.75. Schwab US Large-Cap ETF has a 1-year low of $19.08 and a 1-year high of $24.23. The company has a market cap of $15.57 billion, a price-to-earnings ratio of 26.53 and a beta of 1.02.
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.
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