WJ Financial Advisors LLC Buys Shares of 150,912 Schwab US Large-Cap ETF $SCHX

WJ Financial Advisors LLC purchased a new stake in Schwab US Large-Cap ETF (NYSEARCA:SCHX) during the third quarter, according to its most recent 13F filing with the SEC. The firm purchased 150,912 shares of the company’s stock, valued at approximately $3,975,000. Schwab US Large-Cap ETF makes up 3.9% of WJ Financial Advisors LLC’s holdings, making the stock its 4th largest holding.

Several other institutional investors and hedge funds have also bought and sold shares of the company. Bank of Montreal Can grew its position 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 purchasing an additional 11,420 shares during the last quarter. Fortis Capital Advisors LLC increased its position in shares of Schwab US Large-Cap ETF by 4.0% in the 3rd quarter. Fortis Capital Advisors LLC now owns 1,370,889 shares of the company’s stock valued at $36,109,000 after acquiring an additional 53,242 shares during the period. B. Riley Wealth Advisors Inc. purchased a new position in Schwab US Large-Cap ETF in the 2nd quarter worth $2,266,000. Alpha Cubed Investments LLC lifted its position in Schwab US Large-Cap ETF by 20.3% during the 2nd quarter. Alpha Cubed Investments LLC now owns 13,115 shares of the company’s stock worth $321,000 after acquiring an additional 2,214 shares during the period. Finally, Corient Private Wealth LLC increased its holdings in shares of Schwab US Large-Cap ETF by 27.6% in the second quarter. Corient Private Wealth LLC now owns 6,051,561 shares of the company’s stock valued at $147,900,000 after purchasing an additional 1,308,534 shares during the period.

Schwab US Large-Cap ETF Stock Up 0.1%

Schwab US Large-Cap ETF stock opened at $26.88 on Friday. Schwab US Large-Cap ETF has a 52 week low of $19.00 and a 52 week high of $27.54. The stock has a 50-day moving average price of $27.13 and a 200 day moving average price of $26.48. The company has a market capitalization of $63.54 billion, a price-to-earnings ratio of 25.66 and a beta of 1.01.

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. 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.