Schwab US Large-Cap ETF (NYSEARCA:SCHX) Shares Purchased by Stone Summit Wealth LLC

Stone Summit Wealth LLC raised its holdings in Schwab US Large-Cap ETF (NYSEARCA:SCHX) by 184.2% in the fourth quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The fund owned 49,411 shares of the company’s stock after acquiring an additional 32,027 shares during the period. Stone Summit Wealth LLC’s holdings in Schwab US Large-Cap ETF were worth $1,145,000 at the end of the most recent quarter.

A number of other institutional investors have also bought and sold shares of the business. Concourse Financial Group Securities Inc. lifted its position in Schwab US Large-Cap ETF by 224.3% during the third quarter. Concourse Financial Group Securities Inc. now owns 373 shares of the company’s stock worth $25,000 after buying an additional 258 shares in the last quarter. Versant Capital Management Inc increased its stake in shares of Schwab US Large-Cap ETF by 201.0% in the 4th quarter. Versant Capital Management Inc now owns 1,261 shares of the company’s stock worth $29,000 after acquiring an additional 842 shares during the last quarter. IFS Advisors LLC purchased a new position in shares of Schwab US Large-Cap ETF during the 4th quarter worth $30,000. Princeton Global Asset Management LLC boosted its position in shares of Schwab US Large-Cap ETF by 200.7% during the 4th quarter. Princeton Global Asset Management LLC now owns 1,299 shares of the company’s stock valued at $30,000 after acquiring an additional 867 shares during the last quarter. Finally, Brooklyn Investment Group purchased a new stake in shares of Schwab US Large-Cap ETF in the fourth quarter valued at about $32,000.

Schwab US Large-Cap ETF Trading Down 0.9 %

Schwab US Large-Cap ETF stock opened at $23.85 on Monday. The company has a 50-day moving average price of $23.70 and a 200 day moving average price of $22.85. Schwab US Large-Cap ETF has a 12-month low of $19.39 and a 12-month high of $24.23. The stock has a market cap of $15.55 billion, a P/E ratio of 26.53 and a beta of 1.02.

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.