BCS Wealth Management Has $36.19 Million Stock Holdings in Schwab US Large-Cap ETF $SCHX

BCS Wealth Management raised its stake in shares of Schwab US Large-Cap ETF (NYSEARCA:SCHX) by 99.7% in the 4th quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The fund owned 1,344,800 shares of the company’s stock after purchasing an additional 671,264 shares during the period. Schwab US Large-Cap ETF accounts for approximately 3.7% of BCS Wealth Management’s investment portfolio, making the stock its 2nd biggest position. BCS Wealth Management owned approximately 0.06% of Schwab US Large-Cap ETF worth $36,189,000 as of its most recent SEC filing.

Several other large investors have also bought and sold shares of the stock. Bfsg LLC raised its position in Schwab US Large-Cap ETF by 0.8% during the 4th quarter. Bfsg LLC now owns 49,029 shares of the company’s stock worth $1,319,000 after purchasing an additional 374 shares during the last quarter. Independent Advisor Alliance raised its position in Schwab US Large-Cap ETF by 1.1% during the 3rd quarter. Independent Advisor Alliance now owns 35,309 shares of the company’s stock worth $930,000 after purchasing an additional 392 shares during the last quarter. Snowden Capital Advisors LLC raised its position in Schwab US Large-Cap ETF by 3.3% during the 2nd quarter. Snowden Capital Advisors LLC now owns 12,522 shares of the company’s stock worth $306,000 after purchasing an additional 402 shares during the last quarter. Manning & Napier Advisors LLC raised its position in Schwab US Large-Cap ETF by 31.4% during the 3rd quarter. Manning & Napier Advisors LLC now owns 1,693 shares of the company’s stock worth $45,000 after purchasing an additional 405 shares during the last quarter. Finally, DiNuzzo Private Wealth Inc. raised its position in Schwab US Large-Cap ETF by 61.2% during the 3rd quarter. DiNuzzo Private Wealth Inc. now owns 1,093 shares of the company’s stock worth $28,000 after purchasing an additional 415 shares during the last quarter.

Schwab US Large-Cap ETF Trading Up 1.2%

Shares of Schwab US Large-Cap ETF stock opened at $27.37 on Wednesday. The business has a 50-day moving average price of $26.55 and a two-hundred day moving average price of $26.74. Schwab US Large-Cap ETF has a 1-year low of $20.07 and a 1-year high of $27.54. The company has a market cap of $65.72 billion, a P/E ratio of 25.66 and a beta of 1.01.

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. 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.