Schwab US Large-Cap ETF (NYSEARCA:SCHX) Shares Acquired by Moneywise Inc.

Moneywise Inc. increased its stake in shares of Schwab US Large-Cap ETF (NYSEARCA:SCHX) by 183.7% in the 4th quarter, according to the company in its most recent Form 13F filing with the SEC. The firm owned 1,318,408 shares of the company’s stock after purchasing an additional 853,638 shares during the quarter. Schwab US Large-Cap ETF makes up approximately 15.3% of Moneywise Inc.’s portfolio, making the stock its largest position. Moneywise Inc.’s holdings in Schwab US Large-Cap ETF were worth $30,561,000 as of its most recent SEC filing.

Other institutional investors have also made changes to their positions in the company. Sage Financial Group Inc. raised its position in Schwab US Large-Cap ETF by 197.7% during the fourth quarter. Sage Financial Group Inc. now owns 24,865,286 shares of the company’s stock valued at $576,377,000 after acquiring an additional 16,511,474 shares in the last quarter. McAdam LLC raised its position in Schwab US Large-Cap ETF by 210.5% during the fourth quarter. McAdam LLC now owns 10,339,604 shares of the company’s stock valued at $239,672,000 after acquiring an additional 7,009,351 shares in the last quarter. US Bancorp DE raised its position in Schwab US Large-Cap ETF by 43.8% during the third quarter. US Bancorp DE now owns 20,593,427 shares of the company’s stock valued at $1,397,264,000 after acquiring an additional 6,275,290 shares in the last quarter. Campbell Wealth Management bought a new position in Schwab US Large-Cap ETF during the third quarter valued at approximately $346,668,000. Finally, BlueSky Wealth Advisors LLC raised its position in Schwab US Large-Cap ETF by 203.2% during the fourth quarter. BlueSky Wealth Advisors LLC now owns 5,990,685 shares of the company’s stock valued at $138,864,000 after acquiring an additional 4,014,627 shares in the last quarter.

Schwab US Large-Cap ETF Stock Performance

Shares of SCHX opened at $23.96 on Thursday. The firm has a market cap of $15.62 billion, a PE ratio of 26.53 and a beta of 1.02. The firm’s 50 day moving average price is $23.69 and its 200 day moving average price is $22.82. Schwab US Large-Cap ETF has a twelve month low of $19.39 and a twelve month high of $24.23.

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.