Coastline Complete Wealth LLC Takes $2.39 Million Position in Schwab US Large-Cap ETF $SCHX

Coastline Complete Wealth LLC acquired a new position in shares of Schwab US Large-Cap ETF (NYSEARCA:SCHX) in the 4th quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The institutional investor acquired 88,735 shares of the company’s stock, valued at approximately $2,388,000. Schwab US Large-Cap ETF makes up about 1.5% of Coastline Complete Wealth LLC’s portfolio, making the stock its 19th largest holding.

A number of other hedge funds and other institutional investors have also made changes to their positions in the stock. Corient Private Wealth LLC lifted its position in Schwab US Large-Cap ETF by 163.9% in the 2nd quarter. Corient Private Wealth LLC now owns 12,518,206 shares of the company’s stock valued at $306,087,000 after acquiring an additional 7,775,179 shares in the last quarter. EP Wealth Advisors LLC acquired a new stake in shares of Schwab US Large-Cap ETF in the 4th quarter valued at about $86,562,000. Fund Evaluation Group LLC raised its stake in shares of Schwab US Large-Cap ETF by 32.4% in the 4th quarter. Fund Evaluation Group LLC now owns 9,492,565 shares of the company’s stock valued at $255,445,000 after purchasing an additional 2,325,216 shares during the period. Moneta Group Investment Advisors LLC lifted its holdings in shares of Schwab US Large-Cap ETF by 5.5% in the third quarter. Moneta Group Investment Advisors LLC now owns 34,779,046 shares of the company’s stock valued at $916,080,000 after purchasing an additional 1,808,743 shares in the last quarter. Finally, Modern Wealth Management LLC lifted its holdings in shares of Schwab US Large-Cap ETF by 3,179.2% in the third quarter. Modern Wealth Management LLC now owns 1,815,186 shares of the company’s stock valued at $47,812,000 after purchasing an additional 1,759,832 shares in the last quarter.

Schwab US Large-Cap ETF Price Performance

SCHX stock opened at $29.49 on Friday. The stock has a market capitalization of $71.11 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 $23.50 and a fifty-two week high of $29.95. The business has a 50-day moving average of $28.72 and a 200-day moving average of $27.49.

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. 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.