RKL Wealth Management LLC Reduces Holdings in Schwab US Large-Cap ETF $SCHX

RKL Wealth Management LLC decreased its stake in shares of Schwab US Large-Cap ETF (NYSEARCA:SCHX) by 1.0% during the 4th quarter, according to the company in its most recent filing with the SEC. The firm owned 2,147,814 shares of the company’s stock after selling 20,705 shares during the quarter. Schwab US Large-Cap ETF accounts for about 4.7% of RKL Wealth Management LLC’s investment portfolio, making the stock its 4th biggest position. RKL Wealth Management LLC’s holdings in Schwab US Large-Cap ETF were worth $57,798,000 as of its most recent filing with the SEC.

Other institutional investors and hedge funds also recently made changes to their positions in the company. Measured Wealth Private Client Group LLC bought a new position in shares of Schwab US Large-Cap ETF during the 3rd quarter worth about $26,000. Optima Capital LLC bought a new stake in Schwab US Large-Cap ETF in the fourth quarter valued at about $29,000. Tidemark LLC increased its stake in Schwab US Large-Cap ETF by 474.3% in the fourth quarter. Tidemark LLC now owns 1,275 shares of the company’s stock valued at $34,000 after acquiring an additional 1,053 shares during the period. Ransom Advisory Ltd bought a new stake in Schwab US Large-Cap ETF in the fourth quarter valued at about $40,000. Finally, Lodestone Wealth Management LLC bought a new stake in Schwab US Large-Cap ETF in the fourth quarter valued at about $50,000.

Schwab US Large-Cap ETF Stock Up 1.7%

NYSEARCA SCHX opened at $29.07 on Friday. The stock has a market cap of $70.10 billion, a P/E ratio of 25.66 and a beta of 1.01. The company’s 50-day simple moving average is $28.36 and its 200 day simple moving average is $27.39. Schwab US Large-Cap ETF has a twelve month low of $23.50 and a twelve month high of $29.95.

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. The Index is a float-adjusted market capitalization weighted index. The types of derivatives used by the Fund are options, futures, options on futures and swaps.