Welch Group LLC Has $263,000 Stock Holdings in Schwab US Large-Cap ETF $SCHX

Welch Group LLC increased its position in shares of Schwab US Large-Cap ETF (NYSEARCA:SCHX) by 14.9% in the second quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The institutional investor owned 10,778 shares of the company’s stock after purchasing an additional 1,400 shares during the quarter. Welch Group LLC’s holdings in Schwab US Large-Cap ETF were worth $263,000 at the end of the most recent quarter.

A number of other institutional investors and hedge funds have also recently added to or reduced their stakes in SCHX. US Bancorp DE increased its holdings in shares of Schwab US Large-Cap ETF by 5.2% during the first quarter. US Bancorp DE now owns 217,201,393 shares of the company’s stock worth $4,795,807,000 after buying an additional 10,782,297 shares in the last quarter. Betterment LLC increased its holdings in Schwab US Large-Cap ETF by 119.6% during the 1st quarter. Betterment LLC now owns 13,225,086 shares of the company’s stock valued at $292,010,000 after purchasing an additional 7,201,786 shares in the last quarter. Fund Evaluation Group LLC raised its position in Schwab US Large-Cap ETF by 89.4% in the 1st quarter. Fund Evaluation Group LLC now owns 7,955,519 shares of the company’s stock valued at $175,658,000 after purchasing an additional 3,755,090 shares during the last quarter. Northwestern Mutual Wealth Management Co. boosted its stake in Schwab US Large-Cap ETF by 17.8% in the first quarter. Northwestern Mutual Wealth Management Co. now owns 24,479,012 shares of the company’s stock worth $540,497,000 after purchasing an additional 3,701,133 shares in the last quarter. Finally, Wealthspire Advisors LLC grew its holdings in shares of Schwab US Large-Cap ETF by 95.7% during the first quarter. Wealthspire Advisors LLC now owns 6,083,326 shares of the company’s stock worth $134,320,000 after purchasing an additional 2,974,256 shares during the last quarter.

Schwab US Large-Cap ETF Stock Performance

Shares of NYSEARCA:SCHX opened at $26.27 on Tuesday. The business has a fifty day moving average of $25.84 and a 200-day moving average of $24.09. Schwab US Large-Cap ETF has a twelve month low of $19.00 and a twelve month high of $26.68. The firm has a market cap of $60.88 billion, a PE 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.