Kirkwood Financial Services Makes New Investment in Schwab US Large-Cap ETF $SCHX

Kirkwood Financial Services purchased a new stake in shares of Schwab US Large-Cap ETF (NYSEARCA:SCHX) in the 2nd quarter, according to its most recent filing with the Securities and Exchange Commission. The fund purchased 26,183 shares of the company’s stock, valued at approximately $771,000. Schwab US Large-Cap ETF comprises approximately 0.2% of Kirkwood Financial Services’ holdings, making the stock its 21st biggest position.

Several other large investors have also made changes to their positions in SCHX. Corient Private Wealth LLC grew its stake in Schwab US Large-Cap ETF by 163.9% in the 2nd 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 last quarter. EP Wealth Advisors LLC acquired a new position in Schwab US Large-Cap ETF during the 4th quarter worth $86,562,000. Financial Solutions Advisory Group Inc. acquired a new position in Schwab US Large-Cap ETF during the 1st quarter worth $70,778,000. Scarborough Advisors LLC bought a new stake in Schwab US Large-Cap ETF during the first quarter valued at about $60,491,000. Finally, Fund Evaluation Group LLC grew its position in shares of Schwab US Large-Cap ETF by 32.4% in the fourth quarter. Fund Evaluation Group LLC now owns 9,492,565 shares of the company’s stock valued at $255,445,000 after purchasing an additional 2,325,216 shares during the last quarter.

Schwab US Large-Cap ETF Stock Performance

Schwab US Large-Cap ETF stock opened at $30.36 on Monday. Schwab US Large-Cap ETF has a 52 week low of $24.81 and a 52 week high of $30.77. The firm has a market capitalization of $74.06 billion, a PE ratio of 25.66 and a beta of 1.00. The business’s 50-day simple moving average is $29.86 and its 200-day simple moving average is $28.54.

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.