TrueWealth Advisors LLC lifted its stake in Schwab US Large-Cap ETF (NYSEARCA:SCHX – Free Report) by 200.0% in the fourth quarter, according to the company in its most recent 13F filing with the SEC. The firm owned 29,757 shares of the company’s stock after purchasing an additional 19,838 shares during the quarter. TrueWealth Advisors LLC’s holdings in Schwab US Large-Cap ETF were worth $690,000 at the end of the most recent reporting period.
Several other large investors have also recently modified their holdings of the stock. Concourse Financial Group Securities Inc. lifted its stake 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 during the last quarter. City State Bank bought a new stake in shares of Schwab US Large-Cap ETF during the third quarter valued at approximately $42,000. Marquette Asset Management LLC purchased a new stake in shares of Schwab US Large-Cap ETF in the third quarter valued at approximately $43,000. Strategic Investment Solutions Inc. IL bought a new position in Schwab US Large-Cap ETF in the second quarter worth approximately $45,000. Finally, Cornerstone Planning Group LLC increased its holdings in 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 worth $54,000 after purchasing an additional 528 shares during the period.
Schwab US Large-Cap ETF Trading Up 1.0 %
Shares of SCHX stock opened at $23.71 on Friday. Schwab US Large-Cap ETF has a twelve month low of $18.66 and a twelve month high of $24.19. The stock has a fifty day simple moving average of $23.60 and a two-hundred day simple moving average of $22.63. The stock has a market capitalization of $15.46 billion, a price-to-earnings ratio of 26.53 and a beta of 1.02.
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.
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