Legacy Wealth Management Inc Has $59.37 Million Holdings in Schwab US Large-Cap ETF $SCHX

Legacy Wealth Management Inc lowered its position in Schwab US Large-Cap ETF (NYSEARCA:SCHX) by 3.3% during the fourth quarter, according to its most recent Form 13F filing with the SEC. The fund owned 2,206,176 shares of the company’s stock after selling 76,081 shares during the period. Schwab US Large-Cap ETF accounts for 3.4% of Legacy Wealth Management Inc’s portfolio, making the stock its 10th largest holding. Legacy Wealth Management Inc owned 0.09% of Schwab US Large-Cap ETF worth $59,368,000 at the end of the most recent quarter.

Several other hedge funds and other institutional investors have also recently added to or reduced their stakes in the business. Brighton Jones LLC raised its holdings in shares of Schwab US Large-Cap ETF by 198.5% during the 4th quarter. Brighton Jones LLC now owns 211,330 shares of the company’s stock valued at $4,899,000 after purchasing an additional 140,539 shares in the last quarter. Russell Investments Group Ltd. increased its position in Schwab US Large-Cap ETF by 33.3% during the second quarter. Russell Investments Group Ltd. now owns 62,112 shares of the company’s stock worth $1,518,000 after buying an additional 15,522 shares during the last quarter. Edgestream Partners L.P. bought a new position in Schwab US Large-Cap ETF during the second quarter valued at about $652,000. First Trust Advisors LP acquired a new stake in shares of Schwab US Large-Cap ETF in the second quarter worth about $633,000. Finally, Baird Financial Group Inc. lifted its position in shares of Schwab US Large-Cap ETF by 25.1% in the second quarter. Baird Financial Group Inc. now owns 35,076 shares of the company’s stock worth $857,000 after buying an additional 7,045 shares during the last quarter.

Schwab US Large-Cap ETF Stock Performance

SCHX opened at $25.86 on Monday. The company has a market cap of $61.95 billion, a PE ratio of 25.66 and a beta of 1.01. The stock has a 50-day moving average of $26.64 and a 200-day moving average of $26.72. Schwab US Large-Cap ETF has a 52-week low of $19.00 and a 52-week high of $27.54.

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.