Schwab US Large-Cap ETF $SCHX is UP Strategic Wealth Investment Advisors LLC’s 2nd Largest Position

UP Strategic Wealth Investment Advisors LLC lifted its position in Schwab US Large-Cap ETF (NYSEARCA:SCHX) by 5.8% in the fourth quarter, according to its most recent Form 13F filing with the SEC. The firm owned 718,663 shares of the company’s stock after purchasing an additional 39,455 shares during the period. Schwab US Large-Cap ETF accounts for about 14.3% of UP Strategic Wealth Investment Advisors LLC’s investment portfolio, making the stock its 2nd biggest position. UP Strategic Wealth Investment Advisors LLC’s holdings in Schwab US Large-Cap ETF were worth $19,576,000 at the end of the most recent reporting period.

A number of other large investors have also recently modified their holdings of SCHX. Corient Private Wealth LLC boosted its holdings in shares of Schwab US Large-Cap ETF by 163.9% in the second quarter. Corient Private Wealth LLC now owns 12,518,206 shares of the company’s stock valued at $306,087,000 after purchasing an additional 7,775,179 shares during the period. Moneta Group Investment Advisors LLC boosted its holdings in shares of Schwab US Large-Cap ETF by 5.5% in the third quarter. Moneta Group Investment Advisors LLC now owns 34,779,046 shares of the company’s stock valued at $916,080,000 after purchasing an additional 1,808,743 shares during the period. Modern Wealth Management LLC boosted its holdings in shares of Schwab US Large-Cap ETF by 3,179.2% in the third quarter. Modern Wealth Management LLC now owns 1,815,186 shares of the company’s stock valued at $47,812,000 after purchasing an additional 1,759,832 shares during the period. Northwestern Mutual Wealth Management Co. boosted its holdings in shares of Schwab US Large-Cap ETF by 5.8% in the third quarter. Northwestern Mutual Wealth Management Co. now owns 29,438,303 shares of the company’s stock valued at $775,405,000 after purchasing an additional 1,616,966 shares during the period. Finally, Bank of America Corp DE boosted its holdings in shares of Schwab US Large-Cap ETF by 19.2% in the third quarter. Bank of America Corp DE now owns 9,204,094 shares of the company’s stock valued at $242,436,000 after purchasing an additional 1,479,921 shares during the period.

Schwab US Large-Cap ETF Stock Performance

Shares of NYSEARCA SCHX opened at $29.76 on Monday. The firm has a market capitalization of $71.76 billion, a price-to-earnings ratio of 25.66 and a beta of 1.01. The stock has a 50 day moving average price of $27.69 and a 200 day moving average price of $27.20. Schwab US Large-Cap ETF has a 52-week low of $21.81 and a 52-week high of $29.83.

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.