Mission Wealth Management LP Increases Position in Schwab US Large-Cap ETF $SCHX

Mission Wealth Management LP increased its position in shares of Schwab US Large-Cap ETF (NYSEARCA:SCHX) by 167.9% in the 2nd quarter, according to its most recent disclosure with the Securities & Exchange Commission. The institutional investor owned 544,471 shares of the company’s stock after purchasing an additional 341,232 shares during the period. Mission Wealth Management LP’s holdings in Schwab US Large-Cap ETF were worth $13,307,000 as of its most recent SEC filing.

Several other large investors have also recently added to or reduced their stakes in the company. Dumont & Blake Investment Advisors LLC raised its holdings in Schwab US Large-Cap ETF by 3.4% during the second quarter. Dumont & Blake Investment Advisors LLC now owns 13,043 shares of the company’s stock worth $319,000 after purchasing an additional 433 shares in the last quarter. Asset Management Group Inc. raised its holdings in Schwab US Large-Cap ETF by 0.3% during the first quarter. Asset Management Group Inc. now owns 175,006 shares of the company’s stock worth $3,864,000 after purchasing an additional 452 shares in the last quarter. Westbourne Investments Inc. raised its holdings in Schwab US Large-Cap ETF by 0.7% during the second quarter. Westbourne Investments Inc. now owns 69,563 shares of the company’s stock worth $1,700,000 after purchasing an additional 455 shares in the last quarter. Ascent Group LLC raised its holdings in Schwab US Large-Cap ETF by 1.7% during the first quarter. Ascent Group LLC now owns 28,911 shares of the company’s stock worth $638,000 after purchasing an additional 470 shares in the last quarter. Finally, FSM Wealth Advisors LLC raised its holdings in Schwab US Large-Cap ETF by 1.1% during the second quarter. FSM Wealth Advisors LLC now owns 48,010 shares of the company’s stock worth $1,181,000 after purchasing an additional 523 shares in the last quarter.

Schwab US Large-Cap ETF Stock Up 0.3%

NYSEARCA SCHX opened at $26.97 on Friday. The stock has a market capitalization of $62.61 billion, a P/E ratio of 25.66 and a beta of 1.01. Schwab US Large-Cap ETF has a 52-week low of $19.00 and a 52-week high of $27.27. The firm has a 50-day moving average price of $26.23 and a 200 day moving average price of $24.65.

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.