Schwab US Large-Cap ETF (NYSEARCA:SCHX) is UP Strategic Wealth Investment Advisors LLC’s Largest Position

UP Strategic Wealth Investment Advisors LLC lifted its position in Schwab US Large-Cap ETF (NYSEARCA:SCHX) by 12.3% in the second quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The firm owned 129,522 shares of the company’s stock after purchasing an additional 14,206 shares during the quarter. Schwab US Large-Cap ETF makes up 12.6% of UP Strategic Wealth Investment Advisors LLC’s investment portfolio, making the stock its biggest holding. UP Strategic Wealth Investment Advisors LLC’s holdings in Schwab US Large-Cap ETF were worth $8,322,000 at the end of the most recent quarter.

A number of other institutional investors also recently added to or reduced their stakes in the business. Triad Wealth Partners LLC purchased a new position in Schwab US Large-Cap ETF in the 2nd quarter worth approximately $28,000. Pineridge Advisors LLC acquired a new position in shares of Schwab US Large-Cap ETF in the 4th quarter valued at about $31,000. GAMMA Investing LLC lifted its stake in Schwab US Large-Cap ETF by 139.8% in the first quarter. GAMMA Investing LLC now owns 494 shares of the company’s stock valued at $31,000 after acquiring an additional 288 shares during the last quarter. Able Wealth Management LLC acquired a new position in Schwab US Large-Cap ETF during the 4th quarter worth $32,000. Finally, Iron Horse Wealth Management LLC acquired a new stake in Schwab US Large-Cap ETF during the second quarter worth about $33,000.

Schwab US Large-Cap ETF Trading Down 0.3 %

NYSEARCA:SCHX opened at $66.40 on Thursday. The firm has a 50 day moving average of $65.03 and a 200-day moving average of $63.16. Schwab US Large-Cap ETF has a 1 year low of $48.31 and a 1 year high of $67.25. The stock has a market capitalization of $43.29 billion, a P/E ratio of 26.53 and a beta of 1.02.

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.