BerganKDV Wealth Management LLC Has $3.41 Million Stock Holdings in Schwab US Large-Cap ETF (NYSEARCA:SCHX)

BerganKDV Wealth Management LLC decreased its position in shares of Schwab US Large-Cap ETF (NYSEARCA:SCHX) by 0.4% in the 2nd quarter, according to the company in its most recent 13F filing with the SEC. The fund owned 32,804 shares of the company’s stock after selling 141 shares during the quarter. BerganKDV Wealth Management LLC’s holdings in Schwab US Large-Cap ETF were worth $3,411,000 as of its most recent SEC filing.

Other institutional investors have also recently added to or reduced their stakes in the company. Accel Wealth Management bought a new position in Schwab US Large-Cap ETF during the 2nd quarter worth approximately $31,000. Blume Capital Management Inc. bought a new stake in shares of Schwab US Large-Cap ETF in the 2nd quarter valued at $32,000. Rice Partnership LLC bought a new stake in shares of Schwab US Large-Cap ETF in the 2nd quarter valued at $38,000. IAM Advisory LLC bought a new stake in shares of Schwab US Large-Cap ETF in the 2nd quarter valued at $50,000. Finally, Choate Investment Advisors bought a new stake in shares of Schwab US Large-Cap ETF in the 2nd quarter valued at $54,000.

Shares of NYSEARCA:SCHX traded up $0.80 during mid-day trading on Wednesday, hitting $108.42. The company had a trading volume of 7,605 shares, compared to its average volume of 743,802. The firm has a fifty day moving average price of $107.28 and a 200 day moving average price of $102.42. Schwab US Large-Cap ETF has a one year low of $76.81 and a one year high of $110.07.

Schwab US Large-Cap ETF 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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Institutional Ownership by Quarter for Schwab US Large-Cap ETF (NYSEARCA:SCHX)

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