Altfest L J & Co. Inc. Takes Position in Schwab US Large-Cap ETF (NYSEARCA:SCHX)

Altfest L J & Co. Inc. purchased a new stake in shares of Schwab US Large-Cap ETF (NYSEARCA:SCHXFree Report) during the fourth quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The institutional investor purchased 4,209 shares of the company’s stock, valued at approximately $237,000.

A number of other institutional investors have also recently made changes to their positions in the company. Charles Schwab Investment Advisory Inc. raised its stake in shares of Schwab US Large-Cap ETF by 103.5% during the 1st quarter. Charles Schwab Investment Advisory Inc. now owns 135,281,261 shares of the company’s stock valued at $7,284,896,000 after purchasing an additional 68,805,989 shares during the period. Charles Schwab Investment Management Inc. boosted its holdings in Schwab US Large-Cap ETF by 110.3% during the 1st quarter. Charles Schwab Investment Management Inc. now owns 36,493,134 shares of the company’s stock valued at $1,965,156,000 after acquiring an additional 19,136,345 shares during the period. AJ Wealth Strategies LLC lifted its holdings in Schwab US Large-Cap ETF by 89.5% in the 1st quarter. AJ Wealth Strategies LLC now owns 4,701,271 shares of the company’s stock worth $253,163,000 after buying an additional 2,220,404 shares during the period. Mariner LLC lifted its stake in shares of Schwab US Large-Cap ETF by 103.4% in the 1st quarter. Mariner LLC now owns 3,976,418 shares of the company’s stock valued at $214,130,000 after purchasing an additional 2,021,700 shares during the period. Finally, Moneta Group Investment Advisors LLC lifted its stake in shares of Schwab US Large-Cap ETF by 22.8% in the 1st quarter. Moneta Group Investment Advisors LLC now owns 6,582,916 shares of the company’s stock valued at $318,416,000 after purchasing an additional 1,221,535 shares during the period.

Schwab US Large-Cap ETF Stock Down 0.0 %

SCHX opened at $62.06 on Friday. Schwab US Large-Cap ETF has a 52 week low of $47.07 and a 52 week high of $62.24. The stock has a market cap of $39.72 billion, a PE ratio of 18.28 and a beta of 1.01. The business has a 50 day moving average of $59.66 and a 200-day moving average of $55.37.

Schwab US Large-Cap ETF Company Profile

(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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