Schwab US Large-Cap ETF $SCHX Shares Newly Acquired by Triangle Securities Wealth Management

Triangle Securities Wealth Management acquired a new stake in Schwab US Large-Cap ETF (NYSEARCA:SCHX) during the third quarter, according to its most recent Form 13F filing with the SEC. The firm acquired 423,375 shares of the company’s stock, valued at approximately $12,701,000. Schwab US Large-Cap ETF makes up 2.4% of Triangle Securities Wealth Management’s portfolio, making the stock its 6th largest holding.

A number of other institutional investors have also made changes to their positions in SCHX. Mather Group LLC. acquired a new position in Schwab US Large-Cap ETF during the third quarter valued at approximately $916,000. Cliftonlarsonallen Wealth Advisors LLC bought a new position in shares of Schwab US Large-Cap ETF in the third quarter valued at approximately $4,006,000. Godsey & Gibb Inc. bought a new position in shares of Schwab US Large-Cap ETF in the third quarter valued at approximately $5,358,000. Consilium Wealth Advisory LLC lifted its stake in shares of Schwab US Large-Cap ETF by 4.4% in the third quarter. Consilium Wealth Advisory LLC now owns 368,669 shares of the company’s stock worth $11,060,000 after buying an additional 15,506 shares during the last quarter. Finally, MinichMacGregor Wealth Management LLC lifted its stake in shares of Schwab US Large-Cap ETF by 0.8% in the third quarter. MinichMacGregor Wealth Management LLC now owns 579,379 shares of the company’s stock worth $17,381,000 after buying an additional 4,791 shares during the last quarter.

Schwab US Large-Cap ETF Trading Down 1.2%

Shares of Schwab US Large-Cap ETF stock opened at $30.25 on Thursday. The firm has a fifty day simple moving average of $30.30 and a 200-day simple moving average of $29.27. The stock has a market capitalization of $74.40 billion, a price-to-earnings ratio of 25.66 and a beta of 1.01. Schwab US Large-Cap ETF has a 1-year low of $24.81 and a 1-year high of $30.79.

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.