Transform Wealth LLC Boosts Holdings in Schwab US Large-Cap ETF (NYSEARCA:SCHX)

Transform Wealth LLC increased its holdings in shares of Schwab US Large-Cap ETF (NYSEARCA:SCHX) by 3.2% during the 2nd quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund owned 13,207 shares of the company’s stock after buying an additional 412 shares during the quarter. Transform Wealth LLC’s holdings in Schwab US Large-Cap ETF were worth $851,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

A number of other large investors have also modified their holdings of the business. Charles Schwab Investment Management Inc. raised its stake in Schwab US Large-Cap ETF by 5.7% in the 4th quarter. Charles Schwab Investment Management Inc. now owns 48,144,743 shares of the company’s stock worth $2,715,363,000 after acquiring an additional 2,579,005 shares during the last quarter. Goldman Sachs Group Inc. increased its holdings in Schwab US Large-Cap ETF by 2,285.3% in the 4th quarter. Goldman Sachs Group Inc. now owns 1,641,012 shares of the company’s stock worth $92,553,000 after buying an additional 1,572,214 shares during the period. Diversified LLC raised its position in Schwab US Large-Cap ETF by 70.6% during the 1st quarter. Diversified LLC now owns 3,722,265 shares of the company’s stock worth $231,004,000 after buying an additional 1,539,781 shares during the last quarter. Steele Capital Management Inc. acquired a new stake in Schwab US Large-Cap ETF during the 4th quarter valued at approximately $57,562,000. Finally, Charles Schwab Investment Advisory Inc. boosted its holdings in shares of Schwab US Large-Cap ETF by 1.0% in the 1st quarter. Charles Schwab Investment Advisory Inc. now owns 97,658,992 shares of the company’s stock valued at $6,060,717,000 after acquiring an additional 984,843 shares during the last quarter.

Schwab US Large-Cap ETF Stock Up 0.5 %

Shares of SCHX stock opened at $63.28 on Tuesday. Schwab US Large-Cap ETF has a 52-week low of $48.31 and a 52-week high of $66.83. The stock has a market cap of $41.25 billion, a PE ratio of 26.53 and a beta of 1.02. The business has a 50-day simple moving average of $64.33 and a 200-day simple moving average of $61.95.

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.