SigFig Wealth Management LLC Raises Stake in Schwab US Large-Cap ETF $SCHX

SigFig Wealth Management LLC lifted its stake in shares of Schwab US Large-Cap ETF (NYSEARCA:SCHX) by 17.2% during the fourth quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The firm owned 1,546,940 shares of the company’s stock after purchasing an additional 226,952 shares during the quarter. Schwab US Large-Cap ETF comprises about 1.2% of SigFig Wealth Management LLC’s investment portfolio, making the stock its 17th largest position. SigFig Wealth Management LLC owned approximately 0.07% of Schwab US Large-Cap ETF worth $41,662,000 as of its most recent filing with the Securities & Exchange Commission.

A number of other large investors have also made changes to their positions in SCHX. Fortis Capital Advisors LLC increased its holdings in Schwab US Large-Cap ETF by 4.0% in the third quarter. Fortis Capital Advisors LLC now owns 1,370,889 shares of the company’s stock valued at $36,109,000 after buying an additional 53,242 shares in the last quarter. B. Riley Wealth Advisors Inc. acquired a new stake in shares of Schwab US Large-Cap ETF in the 2nd quarter worth approximately $2,266,000. Corient Private Wealth LLC grew its holdings in shares of Schwab US Large-Cap ETF by 27.6% in the 2nd quarter. Corient Private Wealth LLC now owns 6,051,561 shares of the company’s stock worth $147,900,000 after acquiring an additional 1,308,534 shares during the period. Edgestream Partners L.P. purchased a new position in Schwab US Large-Cap ETF in the 2nd quarter valued at approximately $652,000. Finally, GEN Financial Management INC. increased its stake in Schwab US Large-Cap ETF by 24.5% in the 4th quarter. GEN Financial Management INC. now owns 895,830 shares of the company’s stock valued at $24,107,000 after purchasing an additional 176,498 shares in the last quarter.

Schwab US Large-Cap ETF Stock Performance

Shares of SCHX stock opened at $25.86 on Friday. The stock has a fifty day moving average price of $26.67 and a 200 day moving average price of $26.72. The stock has a market cap of $61.13 billion, a PE ratio of 25.66 and a beta of 1.01. Schwab US Large-Cap ETF has a 1 year low of $19.00 and a 1 year high of $27.54.

Schwab US Large-Cap ETF Company 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.