Schwab US Large-Cap ETF (NYSEARCA:SCHX) Shares Acquired by Stone Summit Wealth LLC

Stone Summit Wealth LLC lifted its holdings in Schwab US Large-Cap ETF (NYSEARCA:SCHX) by 184.2% in the fourth quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The institutional investor owned 49,411 shares of the company’s stock after purchasing an additional 32,027 shares during the quarter. Stone Summit Wealth LLC’s holdings in Schwab US Large-Cap ETF were worth $1,145,000 as of its most recent SEC filing.

Other institutional investors and hedge funds have also recently added to or reduced their stakes in the company. Brass Tax Wealth Management Inc. purchased a new stake in shares of Schwab US Large-Cap ETF during the third quarter worth about $3,040,000. B. Riley Wealth Advisors Inc. boosted its stake in Schwab US Large-Cap ETF by 4.8% in the 3rd 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. Howard Capital Management Group LLC acquired a new stake in Schwab US Large-Cap ETF in the 3rd quarter worth approximately $209,000. Anchor Investment Management LLC grew its position in Schwab US Large-Cap ETF by 8.1% during the 3rd quarter. Anchor Investment Management LLC now owns 375,706 shares of the company’s stock worth $25,492,000 after purchasing an additional 28,277 shares during the last quarter. Finally, World Investment Advisors LLC increased its stake in Schwab US Large-Cap ETF by 12.5% during the 3rd quarter. World Investment Advisors LLC now owns 50,196 shares of the company’s stock valued at $3,406,000 after purchasing an additional 5,575 shares in the last quarter.

Schwab US Large-Cap ETF Trading Down 0.9 %

NYSEARCA:SCHX opened at $23.85 on Monday. The company has a market capitalization of $15.55 billion, a P/E ratio of 26.53 and a beta of 1.02. Schwab US Large-Cap ETF has a 12 month low of $19.39 and a 12 month high of $24.23. The firm has a fifty day simple moving average of $23.70 and a 200-day simple moving average of $22.85.

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.