Schwab US Large-Cap ETF (NYSEARCA:SCHX) is Castle Wealth Management LLC’s 4th Largest Position

Castle Wealth Management LLC grew its holdings in shares of Schwab US Large-Cap ETF (NYSEARCA:SCHX) by 164.2% in the 4th quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The firm owned 337,483 shares of the company’s stock after buying an additional 209,723 shares during the quarter. Schwab US Large-Cap ETF accounts for 3.1% of Castle Wealth Management LLC’s portfolio, making the stock its 4th largest position. Castle Wealth Management LLC owned about 0.05% of Schwab US Large-Cap ETF worth $7,823,000 as of its most recent SEC filing.

Other institutional investors also recently bought and sold shares of the company. Concourse Financial Group Securities Inc. grew its stake in Schwab US Large-Cap ETF by 224.3% during the third 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 period. McClarren Financial Advisors Inc. purchased a new stake in Schwab US Large-Cap ETF during the fourth quarter worth approximately $25,000. Versant Capital Management Inc grew its stake in 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 worth $29,000 after buying an additional 842 shares during the period. IFS Advisors LLC purchased a new position in shares of Schwab US Large-Cap ETF in the fourth quarter valued at $30,000. Finally, Princeton Global Asset Management LLC boosted its stake in shares of Schwab US Large-Cap ETF by 200.7% in the fourth quarter. Princeton Global Asset Management LLC now owns 1,299 shares of the company’s stock valued at $30,000 after purchasing an additional 867 shares during the period.

Schwab US Large-Cap ETF Trading Down 0.3 %

Shares of SCHX stock opened at $23.93 on Thursday. The company has a market capitalization of $15.60 billion, a PE ratio of 26.53 and a beta of 1.02. The firm has a fifty day simple moving average of $23.70 and a 200-day simple moving average of $22.90. Schwab US Large-Cap ETF has a twelve month low of $19.39 and a twelve month high of $24.23.

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.