Schwab US Large-Cap ETF $SCHX Shares Acquired by Perigon Wealth Management LLC

Perigon Wealth Management LLC lifted its position in shares of Schwab US Large-Cap ETF (NYSEARCA:SCHX) by 13.7% during the second quarter, HoldingsChannel reports. The fund owned 1,210,748 shares of the company’s stock after acquiring an additional 145,754 shares during the quarter. Schwab US Large-Cap ETF comprises 0.7% of Perigon Wealth Management LLC’s holdings, making the stock its 22nd biggest position. Perigon Wealth Management LLC’s holdings in Schwab US Large-Cap ETF were worth $29,591,000 at the end of the most recent reporting period.

Other institutional investors and hedge funds have also made changes to their positions in the company. Harbor Investment Advisory LLC acquired a new position in shares of Schwab US Large-Cap ETF during the first quarter worth about $25,000. Orion Capital Management LLC acquired a new stake in shares of Schwab US Large-Cap ETF in the first quarter valued at approximately $27,000. S.A. Mason LLC acquired a new stake in shares of Schwab US Large-Cap ETF in the second quarter valued at approximately $29,000. Bridge Generations Wealth Management LLC grew its position in shares of Schwab US Large-Cap ETF by 238.7% in the first quarter. Bridge Generations Wealth Management LLC now owns 1,592 shares of the company’s stock valued at $35,000 after purchasing an additional 1,122 shares during the last quarter. Finally, MorganRosel Wealth Management LLC acquired a new stake in shares of Schwab US Large-Cap ETF in the first quarter valued at approximately $36,000.

Schwab US Large-Cap ETF Price Performance

SCHX stock opened at $26.18 on Thursday. The company’s 50 day simple moving average is $25.49 and its 200-day simple moving average is $23.70. The firm has a market capitalization of $60.11 billion, a PE ratio of 25.66 and a beta of 1.01. Schwab US Large-Cap ETF has a 12 month low of $19.00 and a 12 month high of $26.51.

Schwab US Large-Cap ETF 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.