Schwab US Large-Cap ETF $SCHX is MinichMacGregor Wealth Management LLC’s 9th Largest Position

MinichMacGregor Wealth Management LLC raised its holdings in Schwab US Large-Cap ETF (NYSEARCA:SCHX) by 3.4% in the first quarter, Holdings Channel reports. The fund owned 569,955 shares of the company’s stock after buying an additional 18,744 shares during the period. Schwab US Large-Cap ETF accounts for approximately 2.6% of MinichMacGregor Wealth Management LLC’s investment portfolio, making the stock its 9th largest holding. MinichMacGregor Wealth Management LLC’s holdings in Schwab US Large-Cap ETF were worth $14,614,000 as of its most recent filing with the Securities and Exchange Commission.

A number of other institutional investors have also bought and sold shares of SCHX. Moneta Group Investment Advisors LLC grew its position in shares of Schwab US Large-Cap ETF by 3.0% in the fourth quarter. Moneta Group Investment Advisors LLC now owns 35,831,024 shares of the company’s stock valued at $964,213,000 after purchasing an additional 1,051,978 shares in the last quarter. HBK Sorce Advisory LLC increased its holdings in shares of Schwab US Large-Cap ETF by 1.3% in the fourth quarter. HBK Sorce Advisory LLC now owns 34,479,165 shares of the company’s stock valued at $939,212,000 after purchasing an additional 437,374 shares during the last quarter. Northwestern Mutual Wealth Management Co. lifted its position in Schwab US Large-Cap ETF by 5.3% during the fourth quarter. Northwestern Mutual Wealth Management Co. now owns 30,984,972 shares of the company’s stock worth $833,806,000 after buying an additional 1,546,669 shares in the last quarter. Sage Financial Group Inc. lifted its position in Schwab US Large-Cap ETF by 0.8% during the third quarter. Sage Financial Group Inc. now owns 25,009,642 shares of the company’s stock worth $658,754,000 after buying an additional 199,289 shares in the last quarter. Finally, Captrust Financial Advisors boosted its stake in 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 worth $525,350,000 after buying an additional 1,039,540 shares during the last quarter.

Schwab US Large-Cap ETF Stock Down 0.3%

Shares of NYSEARCA:SCHX opened at $28.90 on Thursday. The business has a fifty day moving average of $28.91 and a two-hundred day moving average of $27.55. The stock has a market cap of $69.69 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 $23.97 and a 52-week high of $29.95.

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.