Schwab US Large-Cap ETF $SCHX Shares Purchased by EverSource Wealth Advisors LLC

EverSource Wealth Advisors LLC raised its stake in shares of Schwab US Large-Cap ETF (NYSEARCA:SCHXFree Report) by 167.9% in the 3rd quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The fund owned 74,491 shares of the company’s stock after acquiring an additional 46,690 shares during the period. EverSource Wealth Advisors LLC’s holdings in Schwab US Large-Cap ETF were worth $1,962,000 as of its most recent SEC filing.

Several other hedge funds and other institutional investors also recently modified their holdings of SCHX. Cornerstone Capital Inc. purchased a new stake in shares of Schwab US Large-Cap ETF during the third quarter worth approximately $204,000. Somerset Group LLC increased its stake in Schwab US Large-Cap ETF by 9.3% in the 3rd quarter. Somerset Group LLC now owns 235,998 shares of the company’s stock valued at $6,216,000 after buying an additional 20,083 shares during the period. Fortis Capital Management LLC increased its stake in Schwab US Large-Cap ETF by 5.1% in the 3rd quarter. Fortis Capital Management LLC now owns 1,264,795 shares of the company’s stock valued at $33,315,000 after buying an additional 61,505 shares during the period. Arbor Trust Wealth Advisors LLC raised its position in Schwab US Large-Cap ETF by 4.6% during the 3rd quarter. Arbor Trust Wealth Advisors LLC now owns 279,291 shares of the company’s stock worth $7,357,000 after buying an additional 12,218 shares during the last quarter. Finally, Sound View Wealth Advisors Group LLC lifted its stake in shares of Schwab US Large-Cap ETF by 2.0% in the 3rd quarter. Sound View Wealth Advisors Group LLC now owns 977,104 shares of the company’s stock worth $25,737,000 after acquiring an additional 19,577 shares during the period.

Schwab US Large-Cap ETF Stock Up 0.8%

Shares of NYSEARCA:SCHX opened at $27.10 on Wednesday. Schwab US Large-Cap ETF has a fifty-two week low of $19.00 and a fifty-two week high of $27.54. The firm’s 50-day simple moving average is $27.14 and its 200-day simple moving average is $26.60. The company has a market cap of $64.06 billion, a price-to-earnings ratio of 25.66 and a beta of 1.01.

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. 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.

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

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