Avion Wealth Raises Stake in Schwab US Large-Cap ETF (NYSEARCA:SCHX)

Avion Wealth raised its position in Schwab US Large-Cap ETF (NYSEARCA:SCHXFree Report) by 200.1% in the fourth quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The fund owned 2,728 shares of the company’s stock after acquiring an additional 1,819 shares during the quarter. Avion Wealth’s holdings in Schwab US Large-Cap ETF were worth $63,000 as of its most recent SEC filing.

A number of other institutional investors also recently added to or reduced their stakes in SCHX. Concourse Financial Group Securities Inc. lifted its position in shares of 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 worth $25,000 after buying an additional 258 shares during the last quarter. Cornerstone Planning Group LLC lifted its position 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 worth $54,000 after buying an additional 528 shares during the last quarter. Sound Income Strategies LLC purchased a new stake in shares of Schwab US Large-Cap ETF during the 3rd quarter worth approximately $57,000. Reston Wealth Management LLC purchased a new stake in shares of Schwab US Large-Cap ETF during the 3rd quarter worth approximately $85,000. Finally, Versant Capital Management Inc lifted its position in shares of Schwab US Large-Cap ETF by 201.0% during the 4th quarter. Versant Capital Management Inc now owns 1,261 shares of the company’s stock worth $29,000 after buying an additional 842 shares during the last quarter.

Schwab US Large-Cap ETF Stock Performance

Shares of NYSEARCA:SCHX opened at $24.00 on Wednesday. The company has a market capitalization of $15.65 billion, a PE ratio of 26.53 and a beta of 1.02. Schwab US Large-Cap ETF has a twelve month low of $19.39 and a twelve month high of $24.23. The firm has a 50 day simple moving average of $23.70 and a 200-day simple moving average of $22.88.

About Schwab US Large-Cap ETF

(Free Report)

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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Institutional Ownership by Quarter for Schwab US Large-Cap ETF (NYSEARCA:SCHX)

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