Falcon Wealth Planning Grows Stake in Schwab US Large-Cap ETF (NYSEARCA:SCHX)

Falcon Wealth Planning grew its stake in shares of Schwab US Large-Cap ETF (NYSEARCA:SCHX) by 181.4% in the 4th quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The institutional investor owned 11,613 shares of the company’s stock after acquiring an additional 7,486 shares during the quarter. Falcon Wealth Planning’s holdings in Schwab US Large-Cap ETF were worth $269,000 as of its most recent SEC filing.

Several other large investors have also recently modified their holdings of SCHX. Concourse Financial Group Securities Inc. increased its stake 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 valued at $25,000 after purchasing an additional 258 shares in the last quarter. Versant Capital Management Inc increased its position in shares of 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 valued at $29,000 after acquiring an additional 842 shares in the last quarter. IFS Advisors LLC purchased a new position in Schwab US Large-Cap ETF in the 4th quarter worth approximately $30,000. Brooklyn Investment Group bought a new position in Schwab US Large-Cap ETF in the 4th quarter valued at approximately $32,000. Finally, Rise Advisors LLC boosted its stake in Schwab US Large-Cap ETF by 459.5% during the 4th quarter. Rise Advisors LLC now owns 1,410 shares of the company’s stock valued at $33,000 after purchasing an additional 1,158 shares during the last quarter.

Schwab US Large-Cap ETF Trading Up 0.8 %

Schwab US Large-Cap ETF stock opened at $23.98 on Wednesday. The firm has a market cap of $15.63 billion, a price-to-earnings ratio of 26.53 and a beta of 1.02. Schwab US Large-Cap ETF has a 12 month low of $19.08 and a 12 month high of $24.23. The stock has a fifty day simple moving average of $23.65 and a two-hundred day simple moving average of $22.74.

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.