Wealth Group Ltd. Acquires 15,257 Shares of Schwab US Large-Cap ETF $SCHX

Wealth Group Ltd. grew its holdings in shares of Schwab US Large-Cap ETF (NYSEARCA:SCHX) by 13.1% during the second quarter, according to the company in its most recent disclosure with the SEC. The fund owned 131,390 shares of the company’s stock after buying an additional 15,257 shares during the quarter. Schwab US Large-Cap ETF accounts for about 3.2% of Wealth Group Ltd.’s investment portfolio, making the stock its 16th biggest position. Wealth Group Ltd.’s holdings in Schwab US Large-Cap ETF were worth $3,211,000 at the end of the most recent quarter.

A number of other large investors have also recently modified their holdings of the company. US Bancorp DE boosted its holdings in shares of Schwab US Large-Cap ETF by 5.2% in the first quarter. US Bancorp DE now owns 217,201,393 shares of the company’s stock valued at $4,795,807,000 after purchasing an additional 10,782,297 shares during the period. HBK Sorce Advisory LLC boosted its holdings in shares of Schwab US Large-Cap ETF by 2.8% in the first quarter. HBK Sorce Advisory LLC now owns 33,030,817 shares of the company’s stock valued at $729,320,000 after purchasing an additional 890,971 shares during the period. Sage Financial Group Inc. boosted its holdings in shares of Schwab US Large-Cap ETF by 1.9% in the first quarter. Sage Financial Group Inc. now owns 25,345,106 shares of the company’s stock valued at $559,620,000 after purchasing an additional 479,820 shares during the period. Northwestern Mutual Wealth Management Co. boosted its holdings in shares of Schwab US Large-Cap ETF by 17.8% in the first quarter. Northwestern Mutual Wealth Management Co. now owns 24,479,012 shares of the company’s stock valued at $540,497,000 after purchasing an additional 3,701,133 shares during the period. Finally, Wealth Enhancement Advisory Services LLC boosted its holdings in shares of Schwab US Large-Cap ETF by 17.7% in the second quarter. Wealth Enhancement Advisory Services LLC now owns 19,566,506 shares of the company’s stock valued at $484,662,000 after purchasing an additional 2,942,434 shares during the period.

Schwab US Large-Cap ETF Stock Performance

Shares of NYSEARCA SCHX opened at $26.04 on Friday. The firm has a market capitalization of $59.79 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 $25.52 and a 200 day moving average price of $23.73. Schwab US Large-Cap ETF has a 52-week low of $19.00 and a 52-week high of $26.51.

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.