KW Wealth Management LLC Takes Position in Schwab US Large-Cap ETF $SCHX

KW Wealth Management LLC acquired a new position in shares of Schwab US Large-Cap ETF (NYSEARCA:SCHX) in the third quarter, according to the company in its most recent filing with the SEC. The firm acquired 20,685 shares of the company’s stock, valued at approximately $545,000.

Other institutional investors have also recently added to or reduced their stakes in the company. Clune & Associates LTD. acquired a new stake in shares of Schwab US Large-Cap ETF during the 3rd quarter worth about $204,000. Valley National Advisers Inc. lifted its stake in shares of Schwab US Large-Cap ETF by 1.9% during the third quarter. Valley National Advisers Inc. now owns 1,885,878 shares of the company’s stock valued at $49,673,000 after buying an additional 35,966 shares during the period. J. L. Bainbridge & Co. Inc. boosted its position in Schwab US Large-Cap ETF by 3.0% during the third quarter. J. L. Bainbridge & Co. Inc. now owns 19,392 shares of the company’s stock worth $511,000 after acquiring an additional 558 shares during the last quarter. Sowell Financial Services LLC grew its stake in Schwab US Large-Cap ETF by 29.0% in the 3rd quarter. Sowell Financial Services LLC now owns 165,786 shares of the company’s stock worth $4,367,000 after acquiring an additional 37,275 shares during the period. Finally, Valicenti Advisory Services Inc. grew its stake in Schwab US Large-Cap ETF by 1.4% in the 3rd quarter. Valicenti Advisory Services Inc. now owns 1,338,685 shares of the company’s stock worth $35,261,000 after acquiring an additional 17,957 shares during the period.

Schwab US Large-Cap ETF Stock Performance

Shares of SCHX opened at $27.25 on Monday. Schwab US Large-Cap ETF has a fifty-two week low of $19.00 and a fifty-two week high of $27.30. The company has a market capitalization of $63.28 billion, a PE ratio of 25.66 and a beta of 1.01. The stock has a fifty day moving average of $26.78 and a two-hundred day moving average of $25.83.

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.