Rothschild Wealth LLC Raises Stock Position in Schwab US Large-Cap ETF $SCHX

Rothschild Wealth LLC increased its stake in Schwab US Large-Cap ETF (NYSEARCA:SCHX) by 426.0% in the 4th quarter, according to the company in its most recent filing with the SEC. The institutional investor owned 236,402 shares of the company’s stock after acquiring an additional 191,460 shares during the quarter. Rothschild Wealth LLC’s holdings in Schwab US Large-Cap ETF were worth $6,362,000 at the end of the most recent reporting period.

Other institutional investors and hedge funds also recently added to or reduced their stakes in the company. IFC & Insurance Marketing Inc. acquired a new stake in Schwab US Large-Cap ETF during the 4th quarter worth $25,000. Measured Wealth Private Client Group LLC acquired a new stake in Schwab US Large-Cap ETF during the 3rd quarter worth $26,000. Optima Capital LLC acquired a new stake in Schwab US Large-Cap ETF during the 4th quarter worth $29,000. Tidemark LLC boosted its stake in Schwab US Large-Cap ETF by 474.3% during the 4th quarter. Tidemark LLC now owns 1,275 shares of the company’s stock worth $34,000 after purchasing an additional 1,053 shares during the last quarter. Finally, Acumen Wealth Advisors LLC acquired a new stake in Schwab US Large-Cap ETF during the 4th quarter worth $39,000.

Schwab US Large-Cap ETF Stock Down 0.6%

Shares of SCHX opened at $29.55 on Wednesday. Schwab US Large-Cap ETF has a 52-week low of $23.50 and a 52-week high of $29.95. The firm’s fifty day moving average is $28.58 and its two-hundred day moving average is $27.46. The stock has a market cap of $71.26 billion, a PE ratio of 25.66 and a beta of 1.01.

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.