Ball & Co Wealth Management Inc. bought a new position in shares of Schwab US Large-Cap ETF (NYSEARCA:SCHX – Free Report) during the fourth quarter, according to its most recent Form 13F filing with the SEC. The fund bought 3,121 shares of the company’s stock, valued at approximately $72,000. Schwab US Large-Cap ETF comprises about 0.1% of Ball & Co Wealth Management Inc.’s portfolio, making the stock its 26th biggest holding.
Several other institutional investors and hedge funds have also recently added to or reduced their stakes in SCHX. Total Investment Management Inc. grew its stake in shares of Schwab US Large-Cap ETF by 200.6% in the fourth quarter. Total Investment Management Inc. now owns 13,510 shares of the company’s stock worth $313,000 after purchasing an additional 9,016 shares during the last quarter. Keystone Wealth Services LLC lifted its holdings in Schwab US Large-Cap ETF by 200.4% during the 4th quarter. Keystone Wealth Services LLC now owns 34,854 shares of the company’s stock worth $808,000 after buying an additional 23,252 shares during the period. Pure Portfolios Holdings LLC grew its position in shares of Schwab US Large-Cap ETF by 201.1% in the 4th quarter. Pure Portfolios Holdings LLC now owns 1,408,552 shares of the company’s stock valued at $32,650,000 after buying an additional 940,747 shares during the last quarter. JPMorgan Chase & Co. grew its position in shares of Schwab US Large-Cap ETF by 218.8% in the 4th quarter. JPMorgan Chase & Co. now owns 2,194,966 shares of the company’s stock valued at $50,879,000 after buying an additional 1,506,526 shares during the last quarter. Finally, Spire Wealth Management increased its stake in shares of Schwab US Large-Cap ETF by 213.9% in the fourth quarter. Spire Wealth Management now owns 37,586 shares of the company’s stock valued at $871,000 after buying an additional 25,614 shares during the period.
Schwab US Large-Cap ETF Price Performance
Shares of SCHX opened at $22.92 on Friday. The business has a 50-day moving average of $21.91 and a 200-day moving average of $22.98. The company has a market capitalization of $52.95 billion, a price-to-earnings ratio of 24.41 and a beta of 1.02. Schwab US Large-Cap ETF has a 1 year low of $19.00 and a 1 year high of $24.31.
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.
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