104,926 Shares in Schwab US Large-Cap ETF $SCHX Bought by Aureum Wealth Management LLC

Aureum Wealth Management LLC acquired a new position in shares of Schwab US Large-Cap ETF (NYSEARCA:SCHX) in the fourth quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The institutional investor acquired 104,926 shares of the company’s stock, valued at approximately $2,824,000. Schwab US Large-Cap ETF accounts for 2.6% of Aureum Wealth Management LLC’s portfolio, making the stock its 14th largest position.

Several other hedge funds and other institutional investors have also added to or reduced their stakes in SCHX. Fortis Capital Advisors LLC lifted its holdings in Schwab US Large-Cap ETF by 4.0% in the 3rd quarter. Fortis Capital Advisors LLC now owns 1,370,889 shares of the company’s stock valued at $36,109,000 after purchasing an additional 53,242 shares in the last quarter. GEN Financial Management INC. grew its holdings in shares of Schwab US Large-Cap ETF by 24.5% during the fourth quarter. GEN Financial Management INC. now owns 895,830 shares of the company’s stock worth $24,107,000 after buying an additional 176,498 shares in the last quarter. Empirical Financial Services LLC d.b.a. Empirical Wealth Management raised its position in shares of Schwab US Large-Cap ETF by 5.1% in the fourth quarter. Empirical Financial Services LLC d.b.a. Empirical Wealth Management now owns 1,130,533 shares of the company’s stock valued at $30,423,000 after buying an additional 55,088 shares during the last quarter. Fortis Capital Management LLC raised its position in shares of Schwab US Large-Cap ETF by 5.1% in the third 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 last quarter. Finally, Clayton Financial Group LLC lifted its stake in shares of Schwab US Large-Cap ETF by 154.6% in the fourth quarter. Clayton Financial Group LLC now owns 49,587 shares of the company’s stock worth $1,334,000 after buying an additional 30,112 shares in the last quarter.

Schwab US Large-Cap ETF Trading Up 0.9%

SCHX opened at $28.04 on Thursday. Schwab US Large-Cap ETF has a twelve month low of $21.09 and a twelve month high of $28.09. The firm has a market capitalization of $67.50 billion, a PE ratio of 25.66 and a beta of 1.01. The firm’s 50-day moving average price is $26.63 and its 200 day moving average price is $26.80.

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.