Thrive Wealth Management LLC lifted its stake in shares of Schwab US Large-Cap ETF (NYSEARCA:SCHX – Free Report) by 205.7% during the 4th quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The firm owned 181,438 shares of the company’s stock after acquiring an additional 122,095 shares during the period. Schwab US Large-Cap ETF accounts for approximately 0.8% of Thrive Wealth Management LLC’s portfolio, making the stock its 17th biggest position. Thrive Wealth Management LLC’s holdings in Schwab US Large-Cap ETF were worth $4,206,000 at the end of the most recent reporting period.
Several other institutional investors and hedge funds have also recently modified their holdings of SCHX. US Bancorp DE lifted its holdings in Schwab US Large-Cap ETF by 43.8% in the third quarter. US Bancorp DE now owns 20,593,427 shares of the company’s stock valued at $1,397,264,000 after acquiring an additional 6,275,290 shares during the last quarter. Campbell Wealth Management purchased a new stake in Schwab US Large-Cap ETF in the third quarter valued at $346,668,000. Orgel Wealth Management LLC lifted its stake in shares of Schwab US Large-Cap ETF by 206.0% in the 4th quarter. Orgel Wealth Management LLC now owns 4,630,059 shares of the company’s stock valued at $107,325,000 after purchasing an additional 3,116,909 shares during the last quarter. Marcum Wealth LLC grew its holdings in shares of Schwab US Large-Cap ETF by 190.6% during the 4th quarter. Marcum Wealth LLC now owns 3,723,872 shares of the company’s stock worth $86,319,000 after purchasing an additional 2,442,216 shares during the period. Finally, Bangor Savings Bank increased its position in shares of Schwab US Large-Cap ETF by 194.3% during the 4th quarter. Bangor Savings Bank now owns 3,508,454 shares of the company’s stock worth $81,326,000 after purchasing an additional 2,316,319 shares during the last quarter.
Schwab US Large-Cap ETF Trading Up 1.0 %
Shares of SCHX opened at $23.71 on Monday. The company’s 50-day moving average price is $23.60 and its 200 day moving average price is $22.65. Schwab US Large-Cap ETF has a 12-month low of $18.66 and a 12-month high of $24.19. The firm has a market cap of $15.46 billion, a P/E ratio of 26.53 and a beta of 1.02.
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.
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