Congress Wealth Management LLC DE Grows Position in Schwab US Large-Cap ETF (NYSEARCA:SCHX)

Congress Wealth Management LLC DE boosted its stake in shares of Schwab US Large-Cap ETF (NYSEARCA:SCHX) by 201.0% in the 4th quarter, according to its most recent disclosure with the SEC. The institutional investor owned 1,362,304 shares of the company’s stock after acquiring an additional 909,742 shares during the period. Congress Wealth Management LLC DE’s holdings in Schwab US Large-Cap ETF were worth $31,578,000 at the end of the most recent quarter.

A number of other institutional investors and hedge funds also recently bought and sold shares of the stock. Howard Capital Management Group LLC bought a new stake in shares of Schwab US Large-Cap ETF in the third quarter worth about $209,000. Natixis Advisors LLC increased its stake in Schwab US Large-Cap ETF by 24.8% in the 3rd quarter. Natixis Advisors LLC now owns 23,754 shares of the company’s stock worth $1,612,000 after acquiring an additional 4,727 shares during the last quarter. Prospera Financial Services Inc purchased a new stake in shares of Schwab US Large-Cap ETF during the 3rd quarter worth approximately $256,000. Raymond James Trust N.A. bought a new position in shares of Schwab US Large-Cap ETF during the 3rd quarter valued at approximately $244,000. Finally, Nwam LLC bought a new position in shares of Schwab US Large-Cap ETF during the 3rd quarter valued at approximately $532,000.

Schwab US Large-Cap ETF Stock Performance

Shares of SCHX opened at $22.38 on Monday. The stock has a market capitalization of $50.36 billion, a PE ratio of 24.44 and a beta of 1.03. The company’s fifty day moving average is $23.40 and its 200 day moving average is $23.20. Schwab US Large-Cap ETF has a fifty-two week low of $19.50 and a fifty-two week high of $24.31.

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.