Schwab 1000 Index ETF $SCHK Shares Newly Acquired by Heartwood Wealth Advisors LLC

Heartwood Wealth Advisors LLC bought a new stake in Schwab 1000 Index ETF (NYSEARCA:SCHK) in the 3rd quarter, Holdings Channel.com reports. The firm bought 19,817 shares of the company’s stock, valued at approximately $726,000.

Other large investors have also recently made changes to their positions in the company. Wescott Financial Advisory Group LLC acquired a new position in Schwab 1000 Index ETF during the fourth quarter worth approximately $2,972,000. JNBA Financial Advisors acquired a new position in shares of Schwab 1000 Index ETF in the 2nd quarter valued at $19,247,000. Waddell & Associates LLC raised its position in Schwab 1000 Index ETF by 1.0% in the 4th quarter. Waddell & Associates LLC now owns 2,071,165 shares of the company’s stock valued at $67,934,000 after purchasing an additional 20,815 shares during the last quarter. Curry Webb Wealth Management LLC acquired a new stake in Schwab 1000 Index ETF during the 1st quarter worth $1,379,000. Finally, Principia Wealth Advisory LLC boosted its stake in Schwab 1000 Index ETF by 1,091.9% during the 2nd quarter. Principia Wealth Advisory LLC now owns 116,446 shares of the company’s stock worth $4,198,000 after purchasing an additional 106,676 shares during the period.

Schwab 1000 Index ETF Price Performance

Shares of NYSEARCA:SCHK traded up $0.25 on Monday, reaching $37.27. The company’s stock had a trading volume of 345,947 shares, compared to its average volume of 1,324,209. Schwab 1000 Index ETF has a 52-week low of $30.30 and a 52-week high of $37.62. The stock has a market capitalization of $5.82 billion, a P/E ratio of 25.42 and a beta of 1.01. The stock’s 50-day moving average is $36.84 and its two-hundred day moving average is $35.46.

Schwab 1000 Index ETF Company Profile

The Schwab 1000 Index ETF (SCHK) is an exchange-traded fund that is based on the S&P Schwab 1000 index, a proprietary market-cap-weighted index that includes 1,000 of the largest US-listed stocks. SCHK was launched on Oct 11, 2017 and is managed by Charles Schwab.