Integrated Wealth Concepts LLC boosted its holdings in Schwab US Large-Cap ETF (NYSEARCA:SCHX – Free Report) by 13.7% in the second quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The firm owned 3,967,273 shares of the company’s stock after purchasing an additional 479,547 shares during the quarter. Schwab US Large-Cap ETF makes up about 0.7% of Integrated Wealth Concepts LLC’s investment portfolio, making the stock its 23rd largest holding. Integrated Wealth Concepts LLC owned about 0.16% of Schwab US Large-Cap ETF worth $116,757,000 as of its most recent SEC filing.
Other hedge funds and other institutional investors also recently bought and sold shares of the company. Revisor Wealth Management LLC boosted its position in Schwab US Large-Cap ETF by 0.7% during the 1st quarter. Revisor Wealth Management LLC now owns 54,692 shares of the company’s stock valued at $1,402,000 after purchasing an additional 377 shares during the period. Carmel Capital Partners LLC boosted its stake in Schwab US Large-Cap ETF by 2.0% during the first quarter. Carmel Capital Partners LLC now owns 20,088 shares of the company’s stock valued at $515,000 after buying an additional 385 shares in the last quarter. Praetorian Wealth Management Inc. grew its stake in shares of Schwab US Large-Cap ETF by 1.1% in the 2nd quarter. Praetorian Wealth Management Inc. now owns 35,798 shares of the company’s stock worth $1,054,000 after purchasing an additional 385 shares during the last quarter. Cadence Wealth Management LLC grew its position in Schwab US Large-Cap ETF by 2.9% in the fourth quarter. Cadence Wealth Management LLC now owns 14,389 shares of the company’s stock worth $387,000 after buying an additional 401 shares during the last quarter. Finally, Goldstein Advisors LLC grew its holdings in shares of Schwab US Large-Cap ETF by 1.5% in the 4th quarter. Goldstein Advisors LLC now owns 26,484 shares of the company’s stock worth $713,000 after acquiring an additional 401 shares during the last quarter.
Schwab US Large-Cap ETF Trading Down 0.6%
NYSEARCA SCHX opened at $30.19 on Wednesday. The stock’s 50-day moving average price is $29.90 and its two-hundred day moving average price is $28.59. The company has a market cap of $73.65 billion, a PE ratio of 25.66 and a beta of 1.00. Schwab US Large-Cap ETF has a 1 year low of $24.81 and a 1 year high of $30.77.
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. 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.
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