431,942 Shares in Schwab US Large-Cap ETF $SCHX Acquired by GRIMES & Co WEALTH MANAGEMENT LLC

GRIMES & Co WEALTH MANAGEMENT LLC bought a new stake in Schwab US Large-Cap ETF (NYSEARCA:SCHX) during the 3rd quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The firm bought 431,942 shares of the company’s stock, valued at approximately $12,958,000.

Several other hedge funds and other institutional investors have also made changes to their positions in the company. Carmel Capital Partners LLC boosted its stake in shares of Schwab US Large-Cap ETF by 2.0% in the first quarter. Carmel Capital Partners LLC now owns 20,088 shares of the company’s stock worth $515,000 after acquiring an additional 385 shares during the last quarter. Praetorian Wealth Management Inc. raised its stake in 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 valued at $1,054,000 after purchasing an additional 385 shares during the last quarter. Capital Advantage Inc. boosted its stake in Schwab US Large-Cap ETF by 0.4% during the 2nd quarter. Capital Advantage Inc. now owns 90,216 shares of the company’s stock worth $2,655,000 after purchasing an additional 386 shares during the last quarter. Cherry Tree Wealth Management LLC boosted its stake in Schwab US Large-Cap ETF by 0.6% during the 2nd quarter. Cherry Tree Wealth Management LLC now owns 72,572 shares of the company’s stock worth $2,136,000 after purchasing an additional 398 shares during the last quarter. Finally, Successful Portfolios LLC grew its holdings in shares of Schwab US Large-Cap ETF by 0.5% during the third quarter. Successful Portfolios LLC now owns 89,724 shares of the company’s stock worth $2,740,000 after buying an additional 419 shares in the last quarter.

Schwab US Large-Cap ETF Stock Down 0.5%

Schwab US Large-Cap ETF stock opened at $29.59 on Tuesday. The company has a fifty day simple moving average of $30.22 and a 200-day simple moving average of $28.73. The firm has a market capitalization of $72.88 billion, a price-to-earnings ratio of 25.66 and a beta of 1.01. Schwab US Large-Cap ETF has a 52-week low of $24.81 and a 52-week high of $30.79.

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.