Leo Wealth LLC Makes New $591,000 Investment in Schwab US Large-Cap ETF $SCHX

Leo Wealth LLC acquired a new position in Schwab US Large-Cap ETF (NYSEARCA:SCHX) in the fourth quarter, according to the company in its most recent filing with the SEC. The firm acquired 21,945 shares of the company’s stock, valued at approximately $591,000.

A number of other hedge funds also recently modified their holdings of the company. MBA Advisors LLC lifted its position in shares of Schwab US Large-Cap ETF by 0.8% in the 4th quarter. MBA Advisors LLC now owns 398,945 shares of the company’s stock worth $10,736,000 after acquiring an additional 3,166 shares during the period. Sowell Financial Services LLC lifted its stake in Schwab US Large-Cap ETF by 15.2% during the fourth quarter. Sowell Financial Services LLC now owns 191,046 shares of the company’s stock worth $5,141,000 after purchasing an additional 25,260 shares during the period. Park Capital Management LLC WI lifted its stake in Schwab US Large-Cap ETF by 11.1% during the fourth quarter. Park Capital Management LLC WI now owns 43,350 shares of the company’s stock worth $1,167,000 after purchasing an additional 4,322 shares during the period. Revolve Wealth Partners LLC lifted its stake in Schwab US Large-Cap ETF by 0.6% during the fourth quarter. Revolve Wealth Partners LLC now owns 430,740 shares of the company’s stock worth $11,591,000 after purchasing an additional 2,513 shares during the period. Finally, Family Legacy Financial Solutions LLC lifted its stake in Schwab US Large-Cap ETF by 49.0% during the fourth quarter. Family Legacy Financial Solutions LLC now owns 716,115 shares of the company’s stock worth $19,271,000 after purchasing an additional 235,502 shares during the period.

Schwab US Large-Cap ETF Stock Up 0.5%

Shares of SCHX stock opened at $25.99 on Tuesday. Schwab US Large-Cap ETF has a 12-month low of $19.00 and a 12-month high of $27.54. The company has a market capitalization of $62.26 billion, a P/E ratio of 25.66 and a beta of 1.01. The firm has a 50-day moving average price of $26.62 and a 200 day moving average price of $26.72.

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. 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.