Charles Schwab Trust Co Has $113.42 Million Position in Schwab US Large-Cap ETF $SCHX

Charles Schwab Trust Co raised its stake in shares of Schwab US Large-Cap ETF (NYSEARCA:SCHX) by 1.2% during the 4th quarter, according to its most recent filing with the Securities and Exchange Commission. The institutional investor owned 4,214,954 shares of the company’s stock after acquiring an additional 50,745 shares during the quarter. Schwab US Large-Cap ETF makes up about 7.5% of Charles Schwab Trust Co’s portfolio, making the stock its 3rd biggest position. Charles Schwab Trust Co owned approximately 0.18% of Schwab US Large-Cap ETF worth $113,424,000 as of its most recent filing with the Securities and Exchange Commission.

Other institutional investors and hedge funds have also made changes to their positions in the company. Corient Private Wealth LLC raised its position in shares of Schwab US Large-Cap ETF by 163.9% in the 2nd quarter. Corient Private Wealth LLC now owns 12,518,206 shares of the company’s stock worth $306,087,000 after acquiring an additional 7,775,179 shares in the last quarter. Vantagepoint Investment Advisers LLC bought a new stake in Schwab US Large-Cap ETF during the third quarter valued at about $199,988,000. Betterment LLC grew its stake in Schwab US Large-Cap ETF by 41.8% in the second quarter. Betterment LLC now owns 18,749,171 shares of the company’s stock valued at $458,230,000 after purchasing an additional 5,524,085 shares during the last quarter. Northwestern Mutual Wealth Management Co. grew its stake in Schwab US Large-Cap ETF by 13.7% in the second quarter. Northwestern Mutual Wealth Management Co. now owns 27,821,337 shares of the company’s stock valued at $679,953,000 after purchasing an additional 3,342,325 shares during the last quarter. Finally, EP Wealth Advisors LLC raised its holdings in Schwab US Large-Cap ETF by 976.1% in the second quarter. EP Wealth Advisors LLC now owns 3,142,472 shares of the company’s stock worth $76,802,000 after purchasing an additional 2,850,436 shares in the last quarter.

Schwab US Large-Cap ETF Stock Performance

SCHX stock opened at $25.62 on Monday. The firm has a market cap of $60.56 billion, a price-to-earnings ratio of 25.66 and a beta of 1.01. The firm has a 50-day simple moving average of $26.97 and a two-hundred day simple moving average of $26.75. Schwab US Large-Cap ETF has a one year low of $19.00 and a one year high of $27.54.

About Schwab US Large-Cap ETF

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.