420,327 Shares of Schwab US Large-Cap ETF $SCHX Purchased by Avidian Wealth Enterprises LLC

by · The Cerbat Gem

Avidian Wealth Enterprises LLC purchased a new stake in shares of Schwab US Large-Cap ETF (NYSEARCA:SCHX – Free Report) during the 3rd quarter, according to its most recent filing with the SEC. The institutional investor purchased 420,327 shares of the company’s stock, valued at approximately $12,610,000.

A number of other hedge funds and other institutional investors also recently added to or reduced their stakes in the company. Sei Investments Co. boosted its holdings in Schwab US Large-Cap ETF by 5.0% during the 1st quarter. Sei Investments Co. now owns 32,528,571 shares of the company’s stock valued at $834,033,000 after acquiring an additional 1,554,760 shares during the period. Captrust Financial Advisors boosted its stake in shares of Schwab US Large-Cap ETF by 5.6% during the fourth quarter. Captrust Financial Advisors now owns 19,522,489 shares of the company’s stock valued at $525,350,000 after purchasing an additional 1,039,540 shares during the period. Koss Olinger Consulting LLC grew its holdings in shares of Schwab US Large-Cap ETF by 4.9% in the first quarter. Koss Olinger Consulting LLC now owns 10,490,753 shares of the company’s stock worth $268,983,000 after purchasing an additional 492,244 shares during the last quarter. Mariner LLC increased its stake in Schwab US Large-Cap ETF by 6.8% in the 4th quarter. Mariner LLC now owns 10,235,455 shares of the company’s stock worth $275,437,000 after buying an additional 651,340 shares during the period. Finally, Bank of America Corp DE lifted its holdings in Schwab US Large-Cap ETF by 11.7% during the 1st quarter. Bank of America Corp DE now owns 10,076,451 shares of the company’s stock valued at $258,360,000 after buying an additional 1,054,612 shares in the last quarter.

Schwab US Large-Cap ETF Price Performance

SCHX stock traded down $0.20 during mid-day trading on Thursday, reaching $30.41. The company had a trading volume of 5,157,292 shares, compared to its average volume of 15,676,613. The company has a market capitalization of $74.71 billion, a PE ratio of 25.66 and a beta of 1.01. The firm has a 50 day moving average of $30.23 and a 200 day moving average of $29.10. Schwab US Large-Cap ETF has a 12 month low of $24.81 and a 12 month high of $30.79.

Schwab US Large-Cap ETF Profile

(Free Report)

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.

Featured Articles

Want to see what other hedge funds are holding SCHX? Visit HoldingsChannel.com to get the latest 13F filings and insider trades for Schwab US Large-Cap ETF (NYSEARCA:SCHX – Free Report).