Life Planning Partners Inc Invests $1.47 Million in Schwab US Large-Cap ETF (NYSEARCA:SCHX)

Life Planning Partners Inc purchased a new stake in shares of Schwab US Large-Cap ETF (NYSEARCA:SCHX) in the fourth quarter, according to its most recent filing with the Securities and Exchange Commission. The institutional investor purchased 63,212 shares of the company’s stock, valued at approximately $1,465,000.

Several other institutional investors have also added to or reduced their stakes in the company. Sage Financial Group Inc. raised its stake in shares of Schwab US Large-Cap ETF by 197.7% during the fourth quarter. Sage Financial Group Inc. now owns 24,865,286 shares of the company’s stock valued at $576,377,000 after acquiring an additional 16,511,474 shares during the last quarter. US Bancorp DE raised its position in Schwab US Large-Cap ETF by 43.8% during the 3rd quarter. US Bancorp DE now owns 20,593,427 shares of the company’s stock valued at $1,397,264,000 after purchasing an additional 6,275,290 shares during the last quarter. McAdam LLC raised its position in Schwab US Large-Cap ETF by 210.5% during the 4th quarter. McAdam LLC now owns 10,339,604 shares of the company’s stock valued at $239,672,000 after purchasing an additional 7,009,351 shares during the last quarter. Cerity Partners LLC lifted its holdings in Schwab US Large-Cap ETF by 10.1% in the 3rd quarter. Cerity Partners LLC now owns 6,217,901 shares of the company’s stock worth $421,885,000 after buying an additional 567,858 shares during the period. Finally, BlueSky Wealth Advisors LLC grew its position in shares of Schwab US Large-Cap ETF by 203.2% in the 4th quarter. BlueSky Wealth Advisors LLC now owns 5,990,685 shares of the company’s stock worth $138,864,000 after buying an additional 4,014,627 shares during the last quarter.

Schwab US Large-Cap ETF Stock Up 1.1 %

Shares of Schwab US Large-Cap ETF stock opened at $24.19 on Friday. The business has a 50 day moving average of $23.69 and a 200 day moving average of $22.91. Schwab US Large-Cap ETF has a 52 week low of $19.50 and a 52 week high of $24.23. The company has a market cap of $15.77 billion, a PE ratio of 26.53 and a beta of 1.02.

Schwab US Large-Cap ETF 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.