Diversify Wealth Management LLC Takes $4.37 Million Position in Schwab US Large-Cap ETF $SCHX

Diversify Wealth Management LLC acquired a new position in shares of Schwab US Large-Cap ETF (NYSEARCA:SCHX) during the 1st quarter, according to its most recent filing with the SEC. The institutional investor acquired 156,034 shares of the company’s stock, valued at approximately $4,372,000.

Several other hedge funds have also modified their holdings of SCHX. IFC & Insurance Marketing Inc. acquired a new position in Schwab US Large-Cap ETF during the fourth quarter worth approximately $25,000. Measured Wealth Private Client Group LLC acquired a new position in shares of Schwab US Large-Cap ETF in the 3rd quarter valued at $26,000. Optima Capital LLC acquired a new position in shares of Schwab US Large-Cap ETF in the 4th quarter valued at $29,000. Tidemark LLC grew its stake in shares of Schwab US Large-Cap ETF by 474.3% during the 4th quarter. Tidemark LLC now owns 1,275 shares of the company’s stock valued at $34,000 after buying an additional 1,053 shares during the period. Finally, Signature Resources Capital Management LLC grew its stake in shares of Schwab US Large-Cap ETF by 510.5% during the 1st quarter. Signature Resources Capital Management LLC now owns 1,337 shares of the company’s stock valued at $34,000 after buying an additional 1,118 shares during the period.

Schwab US Large-Cap ETF Price Performance

SCHX stock opened at $29.74 on Monday. The company has a market cap of $72.75 billion, a price-to-earnings ratio of 25.66 and a beta of 1.00. The business has a fifty day simple moving average of $29.26 and a 200-day simple moving average of $27.76. Schwab US Large-Cap ETF has a 52 week low of $24.47 and a 52 week high of $29.95.

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. 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.