Liberty Wealth Management LLC Invests $491,000 in Schwab US Large-Cap ETF $SCHX

Liberty Wealth Management LLC acquired a new position in Schwab US Large-Cap ETF (NYSEARCA:SCHX) during the fourth quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The fund acquired 18,271 shares of the company’s stock, valued at approximately $491,000.

A number of other institutional investors and hedge funds have also recently modified their holdings of SCHX. Measured Wealth Private Client Group LLC purchased a new position in shares of Schwab US Large-Cap ETF in the 3rd quarter worth approximately $26,000. Optima Capital LLC purchased a new position in shares of Schwab US Large-Cap ETF in the 4th quarter worth approximately $29,000. Ransom Advisory Ltd purchased a new position in shares of Schwab US Large-Cap ETF in the 4th quarter worth approximately $40,000. First Command Advisory Services Inc. purchased a new position in shares of Schwab US Large-Cap ETF in the 3rd quarter worth approximately $43,000. Finally, Manning & Napier Advisors LLC grew its position in shares of Schwab US Large-Cap ETF by 31.4% in the 3rd quarter. Manning & Napier Advisors LLC now owns 1,693 shares of the company’s stock worth $45,000 after buying an additional 405 shares during the last quarter.

Schwab US Large-Cap ETF Stock Down 0.2%

Shares of Schwab US Large-Cap ETF stock opened at $29.01 on Wednesday. The firm’s 50 day moving average price is $26.98 and its 200-day moving average price is $26.98. Schwab US Large-Cap ETF has a 52-week low of $21.81 and a 52-week high of $29.12. The company has a market cap of $69.95 billion, a P/E ratio of 25.66 and a beta of 1.01.

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.