BerganKDV Wealth Management LLC Acquires 30,158 Shares of Schwab US Large-Cap ETF (NYSEARCA:SCHX)

BerganKDV Wealth Management LLC lifted its holdings in Schwab US Large-Cap ETF (NYSEARCA:SCHXGet Rating) by 94.1% in the 1st quarter, according to its most recent filing with the SEC. The firm owned 62,201 shares of the company’s stock after purchasing an additional 30,158 shares during the period. BerganKDV Wealth Management LLC’s holdings in Schwab US Large-Cap ETF were worth $3,350,000 at the end of the most recent quarter.

A number of other hedge funds and other institutional investors have also recently modified their holdings of SCHX. Avantax Planning Partners Inc. boosted its holdings in shares of Schwab US Large-Cap ETF by 100.1% in the 1st quarter. Avantax Planning Partners Inc. now owns 41,650 shares of the company’s stock valued at $2,243,000 after buying an additional 20,840 shares in the last quarter. Beaumont Financial Partners LLC raised its stake in Schwab US Large-Cap ETF by 100.0% in the first quarter. Beaumont Financial Partners LLC now owns 38,739 shares of the company’s stock valued at $2,086,000 after buying an additional 19,369 shares during the last quarter. Wealthspire Advisors LLC boosted its holdings in Schwab US Large-Cap ETF by 104.3% in the first quarter. Wealthspire Advisors LLC now owns 671,780 shares of the company’s stock worth $36,175,000 after acquiring an additional 342,972 shares in the last quarter. Wealthsource Partners LLC grew its stake in shares of Schwab US Large-Cap ETF by 190.5% during the first quarter. Wealthsource Partners LLC now owns 2,446,822 shares of the company’s stock worth $131,761,000 after acquiring an additional 1,604,414 shares during the last quarter. Finally, Ascension Capital Advisors Inc. increased its holdings in shares of Schwab US Large-Cap ETF by 101.9% during the first quarter. Ascension Capital Advisors Inc. now owns 310,157 shares of the company’s stock valued at $16,702,000 after acquiring an additional 156,558 shares in the last quarter.

Schwab US Large-Cap ETF Stock Down 0.2 %

SCHX stock traded down $0.08 during trading on Friday, reaching $49.03. The company had a trading volume of 2,131,819 shares, compared to its average volume of 3,160,958. Schwab US Large-Cap ETF has a twelve month low of $43.02 and a twelve month high of $57.49. The firm has a 50-day simple moving average of $46.46 and a 200-day simple moving average of $49.68.

About Schwab US Large-Cap ETF

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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.

See Also

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

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