RF&L Wealth Management LLC Has $404,000 Stock Position in Schwab US Large-Cap ETF (NYSEARCA:SCHX)

RF&L Wealth Management LLC boosted its position in Schwab US Large-Cap ETF (NYSEARCA:SCHX) by 200.0% in the fourth quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The institutional investor owned 17,430 shares of the company’s stock after purchasing an additional 11,620 shares during the period. RF&L Wealth Management LLC’s holdings in Schwab US Large-Cap ETF were worth $404,000 at the end of the most recent quarter.

Other hedge funds and other institutional investors also recently made changes to their positions in the company. Brass Tax Wealth Management Inc. bought a new position in Schwab US Large-Cap ETF during the 3rd quarter worth approximately $3,040,000. B. Riley Wealth Advisors Inc. increased its holdings in Schwab US Large-Cap ETF by 4.8% in the third quarter. B. Riley Wealth Advisors Inc. now owns 110,984 shares of the company’s stock worth $7,469,000 after purchasing an additional 5,035 shares in the last quarter. Anchor Investment Management LLC lifted its stake in Schwab US Large-Cap ETF by 8.1% in the third quarter. Anchor Investment Management LLC now owns 375,706 shares of the company’s stock valued at $25,492,000 after buying an additional 28,277 shares during the period. Howard Capital Management Group LLC acquired a new stake in shares of Schwab US Large-Cap ETF during the 3rd quarter worth approximately $209,000. Finally, World Investment Advisors LLC boosted its stake in Schwab US Large-Cap ETF by 12.5% during the third quarter. World Investment Advisors LLC now owns 50,196 shares of the company’s stock worth $3,406,000 after acquiring an additional 5,575 shares in the last quarter.

Schwab US Large-Cap ETF Stock Performance

Shares of Schwab US Large-Cap ETF stock opened at $23.67 on Friday. Schwab US Large-Cap ETF has a 52 week low of $18.66 and a 52 week high of $24.19. The stock has a 50 day moving average price of $23.60 and a two-hundred day moving average price of $22.61. The stock has a market capitalization of $15.43 billion, a PE 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.