Schwab US Large-Cap ETF $SCHX is RKL Wealth Management LLC’s 4th Largest Position

RKL Wealth Management LLC trimmed its holdings in shares of Schwab US Large-Cap ETF (NYSEARCA:SCHX) by 1.0% in the fourth quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The firm owned 2,147,814 shares of the company’s stock after selling 20,705 shares during the period. Schwab US Large-Cap ETF accounts for about 4.7% of RKL Wealth Management LLC’s holdings, making the stock its 4th biggest holding. RKL Wealth Management LLC owned approximately 0.09% of Schwab US Large-Cap ETF worth $57,798,000 as of its most recent filing with the Securities and Exchange Commission.

A number of other institutional investors have also recently added to or reduced their stakes in the business. Bfsg LLC increased its holdings in shares of Schwab US Large-Cap ETF by 0.8% during the 4th quarter. Bfsg LLC now owns 49,029 shares of the company’s stock worth $1,319,000 after purchasing an additional 374 shares during the period. Sound Stewardship LLC increased its holdings in shares of Schwab US Large-Cap ETF by 2.6% during the 4th quarter. Sound Stewardship LLC now owns 14,789 shares of the company’s stock worth $398,000 after purchasing an additional 381 shares during the period. Traub Capital Management LLC increased its holdings in shares of Schwab US Large-Cap ETF by 2.6% during the 4th quarter. Traub Capital Management LLC now owns 15,891 shares of the company’s stock worth $428,000 after purchasing an additional 400 shares during the period. Cadence Wealth Management LLC increased its holdings in shares of Schwab US Large-Cap ETF by 2.9% during the 4th quarter. Cadence Wealth Management LLC now owns 14,389 shares of the company’s stock worth $387,000 after purchasing an additional 401 shares during the period. Finally, Goldstein Advisors LLC increased its holdings in shares of Schwab US Large-Cap ETF by 1.5% during the 4th quarter. Goldstein Advisors LLC now owns 26,484 shares of the company’s stock worth $713,000 after purchasing an additional 401 shares during the period.

Schwab US Large-Cap ETF Stock Performance

NYSEARCA:SCHX opened at $29.07 on Friday. The firm’s 50-day moving average is $28.36 and its 200-day moving average is $27.39. Schwab US Large-Cap ETF has a 52-week low of $23.50 and a 52-week high of $29.95. The company has a market cap of $70.10 billion, a price-to-earnings ratio of 25.66 and a beta of 1.01.

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.