Chicago Partners Investment Group LLC Increases Holdings in Schwab US Large-Cap ETF $SCHX

Chicago Partners Investment Group LLC grew its stake in Schwab US Large-Cap ETF (NYSEARCA:SCHX) by 5.7% in the first quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The fund owned 1,835,007 shares of the company’s stock after acquiring an additional 99,761 shares during the quarter. Schwab US Large-Cap ETF comprises approximately 1.0% of Chicago Partners Investment Group LLC’s investment portfolio, making the stock its 15th biggest position. Chicago Partners Investment Group LLC’s holdings in Schwab US Large-Cap ETF were worth $51,454,000 at the end of the most recent reporting period.

Several other institutional investors and hedge funds have also recently modified their holdings of the company. Corient Private Wealth LLC raised its stake in Schwab US Large-Cap ETF by 163.9% during the second quarter. Corient Private Wealth LLC now owns 12,518,206 shares of the company’s stock worth $306,087,000 after purchasing an additional 7,775,179 shares during the period. EP Wealth Advisors LLC purchased a new position in shares of Schwab US Large-Cap ETF during the 4th quarter worth $86,562,000. Fund Evaluation Group LLC increased its position in shares of Schwab US Large-Cap ETF by 32.4% during the 4th quarter. Fund Evaluation Group LLC now owns 9,492,565 shares of the company’s stock worth $255,445,000 after purchasing an additional 2,325,216 shares during the last quarter. Moneta Group Investment Advisors LLC raised its holdings in Schwab US Large-Cap ETF by 5.5% in the 3rd quarter. Moneta Group Investment Advisors LLC now owns 34,779,046 shares of the company’s stock valued at $916,080,000 after buying an additional 1,808,743 shares during the period. Finally, Northwestern Mutual Wealth Management Co. lifted its position in Schwab US Large-Cap ETF by 5.8% in the third quarter. Northwestern Mutual Wealth Management Co. now owns 29,438,303 shares of the company’s stock valued at $775,405,000 after buying an additional 1,616,966 shares during the last quarter.

Schwab US Large-Cap ETF Price Performance

Shares of SCHX opened at $29.74 on Monday. The firm has a 50-day simple moving average of $29.26 and a two-hundred day simple moving average of $27.76. The stock has a market cap of $72.75 billion, a PE ratio of 25.66 and a beta of 1.00. Schwab US Large-Cap ETF has a 1-year low of $24.47 and a 1-year high of $29.95.

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. The Index is a float-adjusted market capitalization weighted index. The types of derivatives used by the Fund are options, futures, options on futures and swaps.