Schwab US Large-Cap ETF (NYSEARCA:SCHX) Shares Acquired by Sound View Wealth Advisors Group LLC

Sound View Wealth Advisors Group LLC lifted its holdings in shares of Schwab US Large-Cap ETF (NYSEARCA:SCHX) by 192.2% in the 4th quarter, HoldingsChannel reports. The institutional investor owned 976,078 shares of the company’s stock after buying an additional 642,074 shares during the period. Schwab US Large-Cap ETF accounts for approximately 1.8% of Sound View Wealth Advisors Group LLC’s holdings, making the stock its 9th largest holding. Sound View Wealth Advisors Group LLC’s holdings in Schwab US Large-Cap ETF were worth $22,625,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

Several other large investors have also made changes to their positions in the business. Sowell Financial Services LLC acquired a new position in shares of Schwab US Large-Cap ETF during the 4th quarter worth approximately $3,417,000. BOK Financial Private Wealth Inc. raised its stake in Schwab US Large-Cap ETF by 209.5% in the 4th quarter. BOK Financial Private Wealth Inc. now owns 103,662 shares of the company’s stock valued at $2,403,000 after purchasing an additional 70,164 shares during the last quarter. Strategic Equity Management raised its stake in Schwab US Large-Cap ETF by 201.0% in the 4th quarter. Strategic Equity Management now owns 1,578,420 shares of the company’s stock valued at $36,588,000 after purchasing an additional 1,054,105 shares during the last quarter. Rialto Wealth Management LLC acquired a new position in Schwab US Large-Cap ETF in the 4th quarter valued at $2,105,000. Finally, Lifeworks Advisors LLC raised its stake in Schwab US Large-Cap ETF by 176.2% in the 4th quarter. Lifeworks Advisors LLC now owns 215,226 shares of the company’s stock valued at $4,989,000 after purchasing an additional 137,313 shares during the last quarter.

Schwab US Large-Cap ETF Stock Performance

NYSEARCA SCHX opened at $22.74 on Friday. The business has a fifty day moving average price of $23.63 and a 200 day moving average price of $23.18. Schwab US Large-Cap ETF has a one year low of $19.50 and a one year high of $24.31. The company has a market cap of $50.94 billion, a P/E ratio of 26.64 and a beta of 1.02.

About Schwab US Large-Cap ETF

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.