Bleakley Financial Group LLC Increases Stake in Schwab US Large-Cap ETF $SCHX

Bleakley Financial Group LLC lifted its position in Schwab US Large-Cap ETF (NYSEARCA:SCHX) by 1.1% in the 1st quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The fund owned 1,911,179 shares of the company’s stock after acquiring an additional 20,100 shares during the quarter. Bleakley Financial Group LLC owned 0.08% of Schwab US Large-Cap ETF worth $49,003,000 at the end of the most recent reporting period.

Several other institutional investors have also recently made changes to their positions in SCHX. Corient Private Wealth LLC lifted its stake in Schwab US Large-Cap ETF by 163.9% in the second quarter. Corient Private Wealth LLC now owns 12,518,206 shares of the company’s stock worth $306,087,000 after purchasing an additional 7,775,179 shares during the last quarter. EP Wealth Advisors LLC purchased a new position in shares of Schwab US Large-Cap ETF during the fourth quarter valued at approximately $86,562,000. Fund Evaluation Group LLC grew its stake in shares of Schwab US Large-Cap ETF by 32.4% during the fourth quarter. Fund Evaluation Group LLC now owns 9,492,565 shares of the company’s stock valued at $255,445,000 after buying an additional 2,325,216 shares during the last quarter. Moneta Group Investment Advisors LLC grew its stake in shares of 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 valued at $916,080,000 after buying an additional 1,808,743 shares during the last quarter. Finally, Northwestern Mutual Wealth Management Co. raised its holdings in shares of Schwab US Large-Cap ETF by 5.8% in the third quarter. Northwestern Mutual Wealth Management Co. now owns 29,438,303 shares of the company’s stock worth $775,405,000 after buying an additional 1,616,966 shares during the period.

Schwab US Large-Cap ETF Stock Performance

Shares of SCHX stock opened at $29.53 on Tuesday. Schwab US Large-Cap ETF has a 52-week low of $24.47 and a 52-week high of $29.95. The firm has a market capitalization of $72.24 billion, a P/E ratio of 25.66 and a beta of 1.00. The stock has a 50 day moving average price of $29.29 and a 200 day moving average price of $27.78.

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.