Wealthspire Advisors LLC Raises Holdings in Schwab US Large-Cap ETF (NYSEARCA:SCHX)

Wealthspire Advisors LLC grew its position in shares of Schwab US Large-Cap ETF (NYSEARCA:SCHX) by 199.6% in the fourth quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The institutional investor owned 3,109,070 shares of the company’s stock after purchasing an additional 2,071,267 shares during the period. Schwab US Large-Cap ETF makes up approximately 0.7% of Wealthspire Advisors LLC’s investment portfolio, making the stock its 25th biggest position. Wealthspire Advisors LLC owned 0.48% of Schwab US Large-Cap ETF worth $72,068,000 at the end of the most recent reporting period.

A number of other institutional investors have also recently made changes to their positions in SCHX. Sage Financial Group Inc. grew its position 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 purchasing an additional 16,511,474 shares in the last quarter. Campbell Wealth Management grew its position in shares of Schwab US Large-Cap ETF by 208.8% during the fourth quarter. Campbell Wealth Management now owns 15,779,897 shares of the company’s stock valued at $365,778,000 after purchasing an additional 10,670,574 shares in the last quarter. McAdam LLC grew its position in shares of Schwab US Large-Cap ETF by 210.5% during the fourth 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 in the last quarter. US Bancorp DE grew its position in Schwab US Large-Cap ETF by 43.8% in the third quarter. US Bancorp DE now owns 20,593,427 shares of the company’s stock worth $1,397,264,000 after acquiring an additional 6,275,290 shares in the last quarter. Finally, JMG Financial Group Ltd. grew its position in Schwab US Large-Cap ETF by 194.4% in the fourth quarter. JMG Financial Group Ltd. now owns 8,298,426 shares of the company’s stock worth $192,358,000 after acquiring an additional 5,480,099 shares in the last quarter.

Schwab US Large-Cap ETF Trading Down 1.8 %

SCHX opened at $23.75 on Friday. The firm has a market cap of $53.20 billion, a P/E ratio of 26.64 and a beta of 1.02. Schwab US Large-Cap ETF has a 12 month low of $19.50 and a 12 month high of $24.31. The stock has a 50-day moving average of $23.72 and a 200 day moving average of $23.06.

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.