Schwab US Large-Cap ETF $SCHX is UP Strategic Wealth Investment Advisors LLC’s 2nd Largest Position

UP Strategic Wealth Investment Advisors LLC raised its holdings in shares of Schwab US Large-Cap ETF (NYSEARCA:SCHX) by 5.8% in the 4th quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The firm owned 718,663 shares of the company’s stock after buying an additional 39,455 shares during the period. Schwab US Large-Cap ETF comprises approximately 14.3% of UP Strategic Wealth Investment Advisors LLC’s investment portfolio, making the stock its 2nd biggest position. UP Strategic Wealth Investment Advisors LLC’s holdings in Schwab US Large-Cap ETF were worth $19,576,000 at the end of the most recent quarter.

Several other large investors have also modified their holdings of SCHX. Corient Private Wealth LLC boosted its position in shares of Schwab US Large-Cap ETF by 163.9% during the second quarter. Corient Private Wealth LLC now owns 12,518,206 shares of the company’s stock valued at $306,087,000 after buying an additional 7,775,179 shares during the period. Moneta Group Investment Advisors LLC boosted its position in shares of Schwab US Large-Cap ETF by 5.5% during the third quarter. Moneta Group Investment Advisors LLC now owns 34,779,046 shares of the company’s stock valued at $916,080,000 after buying an additional 1,808,743 shares during the period. Modern Wealth Management LLC boosted its position in shares of Schwab US Large-Cap ETF by 3,179.2% during the third quarter. Modern Wealth Management LLC now owns 1,815,186 shares of the company’s stock valued at $47,812,000 after buying an additional 1,759,832 shares during the period. Northwestern Mutual Wealth Management Co. boosted its position in shares of Schwab US Large-Cap ETF by 5.8% during the third quarter. Northwestern Mutual Wealth Management Co. now owns 29,438,303 shares of the company’s stock valued at $775,405,000 after buying an additional 1,616,966 shares during the period. Finally, Bank of America Corp DE boosted its position in shares of Schwab US Large-Cap ETF by 19.2% during the third quarter. Bank of America Corp DE now owns 9,204,094 shares of the company’s stock valued at $242,436,000 after buying an additional 1,479,921 shares during the period.

Schwab US Large-Cap ETF Price Performance

Shares of NYSEARCA:SCHX opened at $29.76 on Monday. Schwab US Large-Cap ETF has a 1 year low of $21.81 and a 1 year high of $29.83. The business has a 50 day simple moving average of $27.69 and a two-hundred day simple moving average of $27.20. The firm has a market capitalization of $71.76 billion, a PE ratio of 25.66 and a beta of 1.01.

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.