Capital Wealth Planning LLC Increases Stake in Schwab US Large-Cap ETF (NYSEARCA:SCHX)

Capital Wealth Planning LLC lifted its stake in Schwab US Large-Cap ETF (NYSEARCA:SCHX) by 4.9% in the 2nd quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The institutional investor owned 4,596 shares of the company’s stock after purchasing an additional 214 shares during the period. Capital Wealth Planning LLC’s holdings in Schwab US Large-Cap ETF were worth $295,000 at the end of the most recent reporting period.

A number of other institutional investors also recently bought and sold shares of the stock. Klingenstein Fields & Co. LP boosted its position in shares of Schwab US Large-Cap ETF by 1.3% in the second quarter. Klingenstein Fields & Co. LP now owns 85,878 shares of the company’s stock worth $5,518,000 after purchasing an additional 1,139 shares during the period. Somerset Group LLC grew its position in shares of Schwab US Large-Cap ETF by 4.4% during the fourth quarter. Somerset Group LLC now owns 44,216 shares of the company’s stock worth $2,494,000 after purchasing an additional 1,846 shares in the last quarter. Gordian Advisors LLC bought a new stake in Schwab US Large-Cap ETF during the 4th quarter valued at approximately $26,081,000. Retireful LLC purchased a new position in Schwab US Large-Cap ETF in the 2nd quarter worth approximately $5,860,000. Finally, Sierra Summit Advisors LLC bought a new position in Schwab US Large-Cap ETF in the 4th quarter worth approximately $252,000.

Schwab US Large-Cap ETF Price Performance

Schwab US Large-Cap ETF stock opened at $66.42 on Monday. Schwab US Large-Cap ETF has a 1 year low of $48.31 and a 1 year high of $66.83. The firm’s 50 day moving average price is $64.99 and its 200-day moving average price is $63.06. The stock has a market cap of $43.30 billion, a P/E ratio of 26.53 and a beta of 1.02.

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.