CCG Wealth Management LLC grew its stake in shares of Schwab US Large-Cap ETF (NYSEARCA:SCHX – Free Report) by 200.0% during the fourth quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The institutional investor owned 101,147 shares of the company’s stock after purchasing an additional 67,432 shares during the quarter. Schwab US Large-Cap ETF accounts for 1.3% of CCG Wealth Management LLC’s investment portfolio, making the stock its 15th biggest position. CCG Wealth Management LLC’s holdings in Schwab US Large-Cap ETF were worth $2,345,000 as of its most recent filing with the Securities and Exchange Commission (SEC).
A number of other hedge funds and other institutional investors also recently modified their holdings of SCHX. Walker Financial Services Inc. increased its position in shares of Schwab US Large-Cap ETF by 1.2% during the third quarter. Walker Financial Services Inc. now owns 13,918 shares of the company’s stock worth $944,000 after acquiring an additional 159 shares during the last quarter. Ignite Planners LLC increased its position in shares of Schwab US Large-Cap ETF by 0.3% during the third quarter. Ignite Planners LLC now owns 56,377 shares of the company’s stock worth $3,825,000 after acquiring an additional 170 shares during the last quarter. Concourse Financial Group Securities Inc. increased its position in shares of 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 acquiring an additional 258 shares during the last quarter. SMI Advisory Services LLC increased its position in shares of Schwab US Large-Cap ETF by 11.8% during the third quarter. SMI Advisory Services LLC now owns 4,470 shares of the company’s stock worth $303,000 after acquiring an additional 473 shares during the last quarter. Finally, Steigerwald Gordon & Koch Inc. increased its position in shares of Schwab US Large-Cap ETF by 15.7% during the third quarter. Steigerwald Gordon & Koch Inc. now owns 3,689 shares of the company’s stock worth $250,000 after acquiring an additional 500 shares during the last quarter.
Schwab US Large-Cap ETF Stock Down 0.6 %
Shares of Schwab US Large-Cap ETF stock opened at $23.87 on Monday. The firm has a market cap of $15.56 billion, a P/E ratio of 26.53 and a beta of 1.02. Schwab US Large-Cap ETF has a fifty-two week low of $19.08 and a fifty-two week high of $24.23. The business has a 50-day moving average price of $23.69 and a 200 day moving average price of $22.78.
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.
Featured Stories
- Five stocks we like better than Schwab US Large-Cap ETF
- Investing in Commodities: What Are They? How to Invest in Them
- 3 Stocks to Gain From Trump’s Return-to-Office Mandate
- How is Compound Interest Calculated?
- Crane Stock Soars, But the Best Could Be Yet to Come: Here’s Why
- ETF Screener: Uses and Step-by-Step Guide
- ServiceNow Stock Slips, But AI Expansion Signals Long-Term Gains
Want to see what other hedge funds are holding SCHX? Visit HoldingsChannel.com to get the latest 13F filings and insider trades for Schwab US Large-Cap ETF (NYSEARCA:SCHX – Free Report).
Receive News & Ratings for Schwab US Large-Cap ETF Daily - Enter your email address below to receive a concise daily summary of the latest news and analysts' ratings for Schwab US Large-Cap ETF and related companies with MarketBeat.com's FREE daily email newsletter.