Schwab US Large-Cap ETF (NYSEARCA:SCHX) Shares Acquired by Avion Wealth

Avion Wealth increased its holdings in Schwab US Large-Cap ETF (NYSEARCA:SCHX) by 200.1% during the fourth quarter, HoldingsChannel.com reports. The fund owned 2,728 shares of the company’s stock after buying an additional 1,819 shares during the period. Avion Wealth’s holdings in Schwab US Large-Cap ETF were worth $63,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

A number of other institutional investors have also modified their holdings of the business. Concourse Financial Group Securities Inc. increased its holdings in shares of Schwab US Large-Cap ETF by 224.3% in the 3rd quarter. Concourse Financial Group Securities Inc. now owns 373 shares of the company’s stock valued at $25,000 after acquiring an additional 258 shares during the period. Sonoma Private Wealth LLC increased its holdings in shares of Schwab US Large-Cap ETF by 10.1% in the 3rd quarter. Sonoma Private Wealth LLC now owns 5,464 shares of the company’s stock valued at $371,000 after acquiring an additional 500 shares during the period. Cornerstone Planning Group LLC increased its holdings in shares of Schwab US Large-Cap ETF by 200.8% in the 3rd quarter. Cornerstone Planning Group LLC now owns 791 shares of the company’s stock valued at $54,000 after acquiring an additional 528 shares during the period. Lynx Investment Advisory increased its holdings in shares of Schwab US Large-Cap ETF by 3.5% in the 3rd quarter. Lynx Investment Advisory now owns 16,503 shares of the company’s stock valued at $1,120,000 after acquiring an additional 560 shares during the period. Finally, Glass Jacobson Investment Advisors llc increased its holdings in shares of Schwab US Large-Cap ETF by 39.1% in the 3rd quarter. Glass Jacobson Investment Advisors llc now owns 2,024 shares of the company’s stock valued at $137,000 after acquiring an additional 569 shares during the period.

Schwab US Large-Cap ETF Price Performance

Shares of Schwab US Large-Cap ETF stock opened at $24.00 on Wednesday. The firm’s fifty day simple moving average is $23.70 and its 200-day simple moving average is $22.88. The stock has a market capitalization of $15.65 billion, a price-to-earnings ratio of 26.53 and a beta of 1.02. Schwab US Large-Cap ETF has a 12 month low of $19.39 and a 12 month high of $24.23.

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.