Schwab US Large-Cap ETF $SCHX Shares Purchased by HB Wealth Management LLC

HB Wealth Management LLC boosted its position in shares of Schwab US Large-Cap ETF (NYSEARCA:SCHX) by 1.5% in the third quarter, according to the company in its most recent filing with the SEC. The firm owned 3,042,745 shares of the company’s stock after acquiring an additional 44,177 shares during the quarter. Schwab US Large-Cap ETF comprises about 0.5% of HB Wealth Management LLC’s portfolio, making the stock its 27th largest position. HB Wealth Management LLC owned about 0.13% of Schwab US Large-Cap ETF worth $80,146,000 at the end of the most recent reporting period.

Several other large investors have also added to or reduced their stakes in SCHX. CX Institutional raised its stake in shares of Schwab US Large-Cap ETF by 2.2% in the third quarter. CX Institutional now owns 63,409 shares of the company’s stock worth $1,670,000 after purchasing an additional 1,373 shares during the last quarter. Strategic Blueprint LLC acquired a new position in Schwab US Large-Cap ETF in the 3rd quarter worth approximately $221,000. Seneca Financial Advisors LLC increased its holdings in Schwab US Large-Cap ETF by 3.6% in the 3rd quarter. Seneca Financial Advisors LLC now owns 120,508 shares of the company’s stock worth $3,174,000 after buying an additional 4,215 shares during the period. WP Advisors LLC purchased a new position in Schwab US Large-Cap ETF during the 3rd quarter worth approximately $216,000. Finally, Cerity Partners LLC lifted its stake in Schwab US Large-Cap ETF by 0.7% during the 3rd quarter. Cerity Partners LLC now owns 18,864,225 shares of the company’s stock valued at $496,884,000 after acquiring an additional 133,206 shares during the period.

Schwab US Large-Cap ETF Price Performance

SCHX stock opened at $27.24 on Thursday. The company has a market capitalization of $64.16 billion, a P/E 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 $27.42. The firm’s fifty day simple moving average is $26.83 and its 200-day simple moving average is $26.01.

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. 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.