Coastline Complete Wealth LLC Buys New Shares in Schwab US Large-Cap ETF $SCHX

Coastline Complete Wealth LLC purchased a new stake in Schwab US Large-Cap ETF (NYSEARCA:SCHX) during the 4th quarter, Holdings Channel reports. The firm purchased 88,735 shares of the company’s stock, valued at approximately $2,388,000. Schwab US Large-Cap ETF makes up about 1.5% of Coastline Complete Wealth LLC’s portfolio, making the stock its 19th biggest holding.

Other institutional investors and hedge funds have also recently added to or reduced their stakes in the company. GEN Financial Management INC. raised its holdings in Schwab US Large-Cap ETF by 24.5% during the fourth quarter. GEN Financial Management INC. now owns 895,830 shares of the company’s stock worth $24,107,000 after acquiring an additional 176,498 shares in the last quarter. Clayton Financial Group LLC grew its stake in Schwab US Large-Cap ETF by 154.6% in the fourth quarter. Clayton Financial Group LLC now owns 49,587 shares of the company’s stock valued at $1,334,000 after purchasing an additional 30,112 shares in the last quarter. Farther Finance Advisors LLC grew its stake in Schwab US Large-Cap ETF by 37.4% in the fourth quarter. Farther Finance Advisors LLC now owns 3,972,127 shares of the company’s stock valued at $106,890,000 after purchasing an additional 1,081,148 shares in the last quarter. Empirical Financial Services LLC d.b.a. Empirical Wealth Management increased its position in shares of Schwab US Large-Cap ETF by 5.1% during the 4th quarter. Empirical Financial Services LLC d.b.a. Empirical Wealth Management now owns 1,130,533 shares of the company’s stock worth $30,423,000 after purchasing an additional 55,088 shares during the last quarter. Finally, Fortis Capital Management LLC increased its position in shares of Schwab US Large-Cap ETF by 5.1% during the 3rd quarter. Fortis Capital Management LLC now owns 1,264,795 shares of the company’s stock worth $33,315,000 after purchasing an additional 61,505 shares during the last quarter.

Schwab US Large-Cap ETF Stock Up 1.0%

Shares of Schwab US Large-Cap ETF stock opened at $29.49 on Friday. The stock has a market cap of $71.11 billion, a P/E ratio of 25.66 and a beta of 1.01. Schwab US Large-Cap ETF has a 12-month low of $23.50 and a 12-month high of $29.95. The business’s 50 day moving average is $28.72 and its 200-day moving average is $27.49.

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. 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.