Corient Private Wealth LLC Raises Holdings in Schwab US Large-Cap ETF $SCHX

Corient Private Wealth LLC boosted its position in Schwab US Large-Cap ETF (NYSEARCA:SCHX) by 28.8% in the 4th quarter, according to the company in its most recent 13F filing with the SEC. The fund owned 7,064,100 shares of the company’s stock after purchasing an additional 1,578,858 shares during the quarter. Corient Private Wealth LLC owned about 0.30% of Schwab US Large-Cap ETF worth $190,107,000 at the end of the most recent reporting period.

A number of other hedge funds and other institutional investors also recently added to or reduced their stakes in the company. EP Wealth Advisors LLC acquired a new stake in shares of Schwab US Large-Cap ETF in the fourth quarter valued at about $86,562,000. Fund Evaluation Group LLC lifted its stake in shares of Schwab US Large-Cap ETF by 32.4% in the fourth quarter. Fund Evaluation Group LLC now owns 9,492,565 shares of the company’s stock worth $255,445,000 after buying an additional 2,325,216 shares in the last quarter. Moneta Group Investment Advisors LLC boosted its position in Schwab US Large-Cap ETF by 5.5% during the third quarter. Moneta Group Investment Advisors LLC now owns 34,779,046 shares of the company’s stock worth $916,080,000 after acquiring an additional 1,808,743 shares during the last quarter. Modern Wealth Management LLC boosted its position in Schwab US Large-Cap ETF by 3,179.2% during the third quarter. Modern Wealth Management LLC now owns 1,815,186 shares of the company’s stock worth $47,812,000 after acquiring an additional 1,759,832 shares during the last quarter. Finally, Northwestern Mutual Wealth Management Co. grew its stake in Schwab US Large-Cap ETF by 5.8% during the 3rd quarter. Northwestern Mutual Wealth Management Co. now owns 29,438,303 shares of the company’s stock valued at $775,405,000 after acquiring an additional 1,616,966 shares in the last quarter.

Schwab US Large-Cap ETF Stock Performance

SCHX stock opened at $29.49 on Friday. The company has a market cap of $71.11 billion, a price-to-earnings ratio of 25.66 and a beta of 1.01. Schwab US Large-Cap ETF has a 12 month low of $23.50 and a 12 month high of $29.95. The firm has a 50-day moving average of $28.77 and a two-hundred day moving average of $27.50.

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.