AE Wealth Management LLC Acquires 173,975 Shares of Schwab US Large-Cap ETF $SCHX

AE Wealth Management LLC increased its holdings in shares of Schwab US Large-Cap ETF (NYSEARCA:SCHX) by 185.2% during the 4th quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The institutional investor owned 267,933 shares of the company’s stock after purchasing an additional 173,975 shares during the period. AE Wealth Management LLC’s holdings in Schwab US Large-Cap ETF were worth $7,210,000 at the end of the most recent quarter.

Other institutional investors have also modified their holdings of the company. Measured Wealth Private Client Group LLC bought a new position in shares of Schwab US Large-Cap ETF during the 3rd quarter valued at about $26,000. Optima Capital LLC bought a new position in shares of Schwab US Large-Cap ETF during the 4th quarter valued at about $29,000. DiNuzzo Private Wealth Inc. lifted its holdings in shares of 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 valued at $28,000 after purchasing an additional 415 shares in the last quarter. Ransom Advisory Ltd bought a new position in shares of Schwab US Large-Cap ETF during the 4th quarter valued at about $40,000. Finally, First Command Advisory Services Inc. bought a new position in shares of Schwab US Large-Cap ETF during the 3rd quarter valued at about $43,000.

Schwab US Large-Cap ETF Stock Performance

NYSEARCA SCHX opened at $27.99 on Friday. The stock has a market capitalization of $67.28 billion, a price-to-earnings ratio of 25.66 and a beta of 1.01. The stock’s 50 day moving average price is $26.59 and its two-hundred day moving average price is $26.77. Schwab US Large-Cap ETF has a 52 week low of $20.07 and a 52 week high of $28.09.

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.