McKinley Carter Wealth Services Inc. lifted its holdings in Schwab US Large-Cap ETF (NYSEARCA:SCHX – Free Report) by 185.6% in the 4th quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The institutional investor owned 46,161 shares of the company’s stock after acquiring an additional 29,998 shares during the period. McKinley Carter Wealth Services Inc.’s holdings in Schwab US Large-Cap ETF were worth $1,070,000 as of its most recent SEC filing.
Several other large investors also recently made changes to their positions in SCHX. US Bancorp DE increased its position in shares of Schwab US Large-Cap ETF by 43.8% in the third quarter. US Bancorp DE now owns 20,593,427 shares of the company’s stock worth $1,397,264,000 after acquiring an additional 6,275,290 shares in the last quarter. Campbell Wealth Management acquired a new stake in Schwab US Large-Cap ETF during the 3rd quarter valued at $346,668,000. BlueSky Wealth Advisors LLC grew its holdings in Schwab US Large-Cap ETF by 203.2% during the 4th quarter. BlueSky Wealth Advisors LLC now owns 5,990,685 shares of the company’s stock valued at $138,864,000 after purchasing an additional 4,014,627 shares in the last quarter. Orgel Wealth Management LLC grew its holdings in Schwab US Large-Cap ETF by 206.0% during the 4th quarter. Orgel Wealth Management LLC now owns 4,630,059 shares of the company’s stock valued at $107,325,000 after purchasing an additional 3,116,909 shares in the last quarter. Finally, Marcum Wealth LLC grew its holdings in Schwab US Large-Cap ETF by 190.6% during the 4th quarter. Marcum Wealth LLC now owns 3,723,872 shares of the company’s stock valued at $86,319,000 after purchasing an additional 2,442,216 shares in the last quarter.
Schwab US Large-Cap ETF Trading Down 0.4 %
SCHX opened at $23.88 on Thursday. The company has a fifty day simple moving average of $23.67 and a 200 day simple moving average of $22.75. The firm has a market cap of $15.57 billion, a price-to-earnings ratio of 26.53 and a beta of 1.02. Schwab US Large-Cap ETF has a twelve month low of $19.08 and a twelve 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.
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