Schwab US Large-Cap ETF $SCHX Shares Acquired by Heartwood Wealth Advisors LLC

Heartwood Wealth Advisors LLC lifted its holdings in Schwab US Large-Cap ETF (NYSEARCA:SCHX) by 246.2% during the 2nd quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The institutional investor owned 59,800 shares of the company’s stock after buying an additional 42,529 shares during the period. Heartwood Wealth Advisors LLC’s holdings in Schwab US Large-Cap ETF were worth $1,462,000 as of its most recent filing with the Securities and Exchange Commission.

Other large investors also recently bought and sold shares of the company. Harbor Investment Advisory LLC purchased a new position in Schwab US Large-Cap ETF in the 1st quarter worth approximately $25,000. Orion Capital Management LLC purchased a new stake in shares of Schwab US Large-Cap ETF in the first quarter valued at approximately $27,000. Bridge Generations Wealth Management LLC increased its holdings in shares of Schwab US Large-Cap ETF by 238.7% in the first quarter. Bridge Generations Wealth Management LLC now owns 1,592 shares of the company’s stock valued at $35,000 after purchasing an additional 1,122 shares during the last quarter. MorganRosel Wealth Management LLC acquired a new stake in shares of Schwab US Large-Cap ETF in the first quarter valued at approximately $36,000. Finally, Quest 10 Wealth Builders Inc. lifted its position in Schwab US Large-Cap ETF by 864.5% during the first quarter. Quest 10 Wealth Builders Inc. now owns 1,630 shares of the company’s stock worth $36,000 after buying an additional 1,461 shares in the last quarter.

Schwab US Large-Cap ETF Stock Performance

NYSEARCA SCHX opened at $26.05 on Monday. The stock’s fifty day moving average is $25.24 and its two-hundred day moving average is $23.53. The firm has a market capitalization of $59.81 billion, a P/E ratio of 25.66 and a beta of 1.01. Schwab US Large-Cap ETF has a fifty-two week low of $19.00 and a fifty-two week high of $26.11.

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.