Thrive Wealth Management LLC Grows Stake in Schwab US Large-Cap ETF $SCHX

Thrive Wealth Management LLC grew its holdings in Schwab US Large-Cap ETF (NYSEARCA:SCHX) by 0.6% in the 2nd quarter, according to the company in its most recent filing with the SEC. The firm owned 199,610 shares of the company’s stock after buying an additional 1,108 shares during the quarter. Schwab US Large-Cap ETF makes up about 0.8% of Thrive Wealth Management LLC’s investment portfolio, making the stock its 19th largest holding. Thrive Wealth Management LLC’s holdings in Schwab US Large-Cap ETF were worth $4,878,000 as of its most recent SEC filing.

Other institutional investors and hedge funds also recently made changes to their positions in the company. Harbor Investment Advisory LLC purchased a new position in shares of Schwab US Large-Cap ETF in the 1st quarter valued at approximately $25,000. Orion Capital Management LLC purchased a new position in shares of Schwab US Large-Cap ETF in the 1st quarter valued at approximately $27,000. Bridge Generations Wealth Management LLC lifted its stake in shares of Schwab US Large-Cap ETF by 238.7% in the 1st 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 period. Quest 10 Wealth Builders Inc. lifted its stake in shares of Schwab US Large-Cap ETF by 864.5% in the 1st quarter. Quest 10 Wealth Builders Inc. now owns 1,630 shares of the company’s stock valued at $36,000 after purchasing an additional 1,461 shares during the period. Finally, MorganRosel Wealth Management LLC purchased a new position in shares of Schwab US Large-Cap ETF in the 1st quarter valued at approximately $36,000.

Schwab US Large-Cap ETF Stock Down 0.1%

SCHX opened at $26.15 on Wednesday. The stock has a market cap of $60.04 billion, a PE ratio of 25.66 and a beta of 1.01. The business has a 50 day moving average of $25.31 and a 200-day moving average of $23.57. Schwab US Large-Cap ETF has a 52 week low of $19.00 and a 52 week high of $26.22.

Schwab US Large-Cap ETF Company 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.