Obermeyer Wealth Partners Makes New $420,000 Investment in Schwab US Large-Cap ETF $SCHX

Obermeyer Wealth Partners acquired a new position in shares of Schwab US Large-Cap ETF (NYSEARCA:SCHX) during the second quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The firm acquired 17,187 shares of the company’s stock, valued at approximately $420,000.

A number of other hedge funds have also recently added to or reduced their stakes in the stock. Bank of Montreal Can increased its stake in Schwab US Large-Cap ETF by 6.0% during the 2nd quarter. Bank of Montreal Can now owns 202,214 shares of the company’s stock worth $4,942,000 after acquiring an additional 11,420 shares during the period. Landmark Wealth Management Inc. bought a new position in shares of Schwab US Large-Cap ETF in the 2nd quarter valued at $1,095,000. Sigma Planning Corp increased its stake in shares of Schwab US Large-Cap ETF by 2.4% in the 2nd quarter. Sigma Planning Corp now owns 557,853 shares of the company’s stock valued at $13,634,000 after purchasing an additional 13,246 shares during the last quarter. Mission Wealth Management LP increased its stake in shares of Schwab US Large-Cap ETF by 167.9% in the 2nd quarter. Mission Wealth Management LP now owns 544,471 shares of the company’s stock valued at $13,307,000 after purchasing an additional 341,232 shares during the last quarter. Finally, TIAA Trust National Association increased its stake in shares of Schwab US Large-Cap ETF by 1.9% in the 2nd quarter. TIAA Trust National Association now owns 118,695 shares of the company’s stock valued at $2,901,000 after purchasing an additional 2,258 shares during the last quarter.

Schwab US Large-Cap ETF Stock Performance

Shares of SCHX opened at $27.01 on Tuesday. Schwab US Large-Cap ETF has a 52-week low of $19.00 and a 52-week high of $27.27. The business’s fifty day moving average is $26.26 and its 200-day moving average is $24.72. The firm has a market cap of $62.67 billion, a price-to-earnings ratio of 25.66 and a beta of 1.01.

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.