Schwab US Large-Cap ETF $SCHX Shares Newly Bought by Cabot Wealth Management Inc.

Cabot Wealth Management Inc. bought a new position in shares of Schwab US Large-Cap ETF (NYSEARCA:SCHX) during the 3rd quarter, according to its most recent Form 13F filing with the SEC. The institutional investor bought 78,422 shares of the company’s stock, valued at approximately $2,353,000.

Other institutional investors have also recently modified their holdings of the company. Legacy Private Trust Co. acquired a new position in shares of Schwab US Large-Cap ETF during the 3rd quarter worth approximately $10,825,000. HB Wealth Management LLC lifted its position in shares of Schwab US Large-Cap ETF by 2.6% during the 2nd quarter. HB Wealth Management LLC now owns 3,146,255 shares of the company’s stock valued at $92,594,000 after buying an additional 78,921 shares in the last quarter. Lido Advisors LLC increased its holdings in Schwab US Large-Cap ETF by 5.7% in the 1st quarter. Lido Advisors LLC now owns 363,701 shares of the company’s stock worth $9,327,000 after acquiring an additional 19,671 shares in the last quarter. Cornerstone Advisors Asset Management LLC increased its holdings in Schwab US Large-Cap ETF by 23.4% in the 2nd quarter. Cornerstone Advisors Asset Management LLC now owns 3,695,022 shares of the company’s stock worth $108,744,000 after acquiring an additional 700,586 shares in the last quarter. Finally, Western Wealth Management LLC raised its position in Schwab US Large-Cap ETF by 102.6% during the first quarter. Western Wealth Management LLC now owns 249,040 shares of the company’s stock worth $6,385,000 after acquiring an additional 126,095 shares during the period.

Schwab US Large-Cap ETF Stock Performance

NYSEARCA:SCHX opened at $29.91 on Thursday. The stock has a market capitalization of $73.88 billion, a PE ratio of 23.70 and a beta of 1.01. Schwab US Large-Cap ETF has a fifty-two week low of $24.81 and a fifty-two week high of $30.79. The company has a fifty day moving average of $30.12 and a two-hundred day moving average of $28.81.

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.