Schwab US Large-Cap ETF (NYSEARCA:SCHX) Shares Purchased by United Asset Strategies Inc.

United Asset Strategies Inc. boosted its holdings in shares of Schwab US Large-Cap ETF (NYSEARCA:SCHXFree Report) by 168.8% in the fourth quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The fund owned 11,592 shares of the company’s stock after acquiring an additional 7,279 shares during the period. United Asset Strategies Inc.’s holdings in Schwab US Large-Cap ETF were worth $269,000 at the end of the most recent reporting period.

Several other institutional investors and hedge funds also recently modified their holdings of SCHX. Cornerstone Wealth Group LLC grew its holdings in Schwab US Large-Cap ETF by 199.9% during the 4th quarter. Cornerstone Wealth Group LLC now owns 1,380,295 shares of the company’s stock valued at $31,995,000 after buying an additional 919,985 shares during the last quarter. Atticus Wealth Management LLC boosted its stake in shares of Schwab US Large-Cap ETF by 218.1% during the fourth quarter. Atticus Wealth Management LLC now owns 5,385 shares of the company’s stock valued at $125,000 after acquiring an additional 3,692 shares during the last quarter. Blue Trust Inc. boosted its stake in shares of Schwab US Large-Cap ETF by 10.4% during the fourth quarter. Blue Trust Inc. now owns 7,718 shares of the company’s stock valued at $179,000 after acquiring an additional 730 shares during the last quarter. Cathy Pareto & Associates Inc. purchased a new stake in Schwab US Large-Cap ETF during the 4th quarter worth about $3,932,000. Finally, Kingswood Wealth Advisors LLC raised its stake in Schwab US Large-Cap ETF by 269.0% in the 4th quarter. Kingswood Wealth Advisors LLC now owns 27,164 shares of the company’s stock valued at $630,000 after purchasing an additional 19,802 shares during the last quarter.

Schwab US Large-Cap ETF Trading Down 1.5 %

NYSEARCA:SCHX opened at $23.78 on Tuesday. Schwab US Large-Cap ETF has a 12-month low of $19.08 and a 12-month high of $24.23. The firm has a market cap of $15.50 billion, a price-to-earnings ratio of 26.53 and a beta of 1.02. The company’s 50-day moving average is $23.64 and its two-hundred day moving average is $22.72.

About Schwab US Large-Cap ETF

(Free Report)

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.

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Institutional Ownership by Quarter for Schwab US Large-Cap ETF (NYSEARCA:SCHX)

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