Schwab US Large-Cap ETF $SCHX Stake Boosted by Dakota Wealth Management

Dakota Wealth Management lifted its stake in Schwab US Large-Cap ETF (NYSEARCA:SCHX) by 138.1% during the fourth quarter, according to its most recent disclosure with the Securities and Exchange Commission. The fund owned 315,026 shares of the company’s stock after acquiring an additional 182,724 shares during the quarter. Dakota Wealth Management’s holdings in Schwab US Large-Cap ETF were worth $8,477,000 as of its most recent filing with the Securities and Exchange Commission.

Other hedge funds and other institutional investors have also modified their holdings of the company. Brighton Jones LLC grew its stake in Schwab US Large-Cap ETF by 198.5% in the fourth 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. JPMorgan Chase & Co. raised its stake in shares of Schwab US Large-Cap ETF by 1.1% during the 2nd quarter. JPMorgan Chase & Co. now owns 2,341,089 shares of the company’s stock worth $57,216,000 after purchasing an additional 25,843 shares in the last quarter. Global Retirement Partners LLC purchased a new stake in shares of Schwab US Large-Cap ETF during the 2nd quarter worth about $1,316,000. CreativeOne Wealth LLC lifted its holdings in shares of Schwab US Large-Cap ETF by 8.8% during the 2nd quarter. CreativeOne Wealth LLC now owns 27,340 shares of the company’s stock valued at $668,000 after buying an additional 2,211 shares during the last quarter. Finally, Insigneo Advisory Services LLC lifted its holdings in shares of Schwab US Large-Cap ETF by 4.0% during the 2nd quarter. Insigneo Advisory Services LLC now owns 12,887 shares of the company’s stock valued at $315,000 after buying an additional 496 shares during the last quarter.

Schwab US Large-Cap ETF Stock Performance

Shares of NYSEARCA SCHX opened at $25.45 on Friday. The business has a 50 day simple moving average of $26.84 and a 200 day simple moving average of $26.73. Schwab US Large-Cap ETF has a 52 week low of $19.00 and a 52 week high of $27.54. The stock has a market cap of $60.16 billion, a price-to-earnings ratio of 25.66 and a beta of 1.01.

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.