BerganKDV Wealth Management LLC raised its holdings in Schwab US Large-Cap ETF (NYSEARCA:SCHX – Get Rating) by 94.1% in the first quarter, according to the company in its most recent disclosure with the SEC. The fund owned 62,201 shares of the company’s stock after buying an additional 30,158 shares during the quarter. BerganKDV Wealth Management LLC’s holdings in Schwab US Large-Cap ETF were worth $3,350,000 at the end of the most recent reporting period.
A number of other large investors have also modified their holdings of the business. SBK Financial Inc. acquired a new stake in Schwab US Large-Cap ETF in the 4th quarter worth approximately $27,000. SRS Capital Advisors Inc. raised its holdings in shares of Schwab US Large-Cap ETF by 104.7% in the fourth quarter. SRS Capital Advisors Inc. now owns 262 shares of the company’s stock worth $30,000 after buying an additional 134 shares during the last quarter. HighMark Wealth Management LLC lifted its stake in shares of Schwab US Large-Cap ETF by 100.7% during the first quarter. HighMark Wealth Management LLC now owns 550 shares of the company’s stock worth $30,000 after buying an additional 276 shares during the period. TimeScale Financial Inc. grew its holdings in shares of Schwab US Large-Cap ETF by 100.0% during the first quarter. TimeScale Financial Inc. now owns 566 shares of the company’s stock valued at $31,000 after buying an additional 283 shares during the last quarter. Finally, Cornerstone Advisory LLC acquired a new position in shares of Schwab US Large-Cap ETF in the 4th quarter valued at $32,000.
Schwab US Large-Cap ETF Stock Performance
SCHX stock traded down $0.08 during midday trading on Friday, reaching $49.03. The stock had a trading volume of 2,131,819 shares, compared to its average volume of 3,160,958. The firm has a fifty day simple moving average of $46.46 and a two-hundred day simple moving average of $49.68. Schwab US Large-Cap ETF has a 52-week low of $43.02 and a 52-week high of $57.49.
About Schwab US Large-Cap ETF
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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