Integrated Wealth Concepts LLC Grows Stake in Schwab US Large-Cap ETF $SCHX

Integrated Wealth Concepts LLC increased its holdings in shares of Schwab US Large-Cap ETF (NYSEARCA:SCHX) by 1.0% in the 3rd quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The fund owned 3,136,387 shares of the company’s stock after purchasing an additional 30,300 shares during the quarter. Schwab US Large-Cap ETF makes up approximately 0.7% of Integrated Wealth Concepts LLC’s portfolio, making the stock its 23rd biggest position. Integrated Wealth Concepts LLC’s holdings in Schwab US Large-Cap ETF were worth $82,612,000 as of its most recent SEC filing.

A number of other institutional investors and hedge funds have also recently added to or reduced their stakes in SCHX. DiNuzzo Private Wealth Inc. raised its holdings in Schwab US Large-Cap ETF by 61.2% during the third quarter. DiNuzzo Private Wealth Inc. now owns 1,093 shares of the company’s stock worth $28,000 after purchasing an additional 415 shares in the last quarter. First Command Advisory Services Inc. acquired a new position in shares of Schwab US Large-Cap ETF in the 3rd quarter valued at $43,000. Manning & Napier Advisors LLC grew its position in shares of Schwab US Large-Cap ETF by 31.4% in the 3rd quarter. Manning & Napier Advisors LLC now owns 1,693 shares of the company’s stock valued at $45,000 after buying an additional 405 shares during the last quarter. PFS Partners LLC acquired a new stake in Schwab US Large-Cap ETF during the 3rd quarter worth $47,000. Finally, Grey Fox Wealth Advisors LLC acquired a new stake in Schwab US Large-Cap ETF during the 3rd quarter worth $49,000.

Schwab US Large-Cap ETF Price Performance

NYSEARCA SCHX opened at $26.10 on Monday. The company has a fifty day moving average of $27.09 and a two-hundred day moving average of $26.73. The company has a market capitalization of $61.70 billion, a PE ratio of 25.66 and a beta of 1.01. Schwab US Large-Cap ETF has a 1 year low of $19.00 and a 1 year high of $27.54.

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.