WealthPlan Investment Management LLC Invests $1.37 Million in Schwab US Large-Cap ETF (NYSEARCA:SCHX)

WealthPlan Investment Management LLC acquired a new position in Schwab US Large-Cap ETF (NYSEARCA:SCHX) in the fourth quarter, HoldingsChannel.com reports. The institutional investor acquired 58,968 shares of the company’s stock, valued at approximately $1,367,000.

A number of other institutional investors and hedge funds have also made changes to their positions in the business. Sage Financial Group Inc. grew its stake in shares of Schwab US Large-Cap ETF by 197.7% in the fourth quarter. Sage Financial Group Inc. now owns 24,865,286 shares of the company’s stock worth $576,377,000 after acquiring an additional 16,511,474 shares during the last quarter. Campbell Wealth Management lifted its stake in shares of Schwab US Large-Cap ETF by 208.8% in the fourth quarter. Campbell Wealth Management now owns 15,779,897 shares of the company’s stock worth $365,778,000 after buying an additional 10,670,574 shares in the last quarter. McAdam LLC grew its holdings in shares of Schwab US Large-Cap ETF by 210.5% during the fourth quarter. McAdam LLC now owns 10,339,604 shares of the company’s stock valued at $239,672,000 after buying an additional 7,009,351 shares during the last quarter. US Bancorp DE raised its stake in shares of Schwab US Large-Cap ETF by 43.8% in the third quarter. US Bancorp DE now owns 20,593,427 shares of the company’s stock worth $1,397,264,000 after purchasing an additional 6,275,290 shares during the last quarter. Finally, BlueSky Wealth Advisors LLC boosted its position in shares of Schwab US Large-Cap ETF by 203.2% during the fourth quarter. BlueSky Wealth Advisors LLC now owns 5,990,685 shares of the company’s stock valued at $138,864,000 after buying an additional 4,014,627 shares during the last quarter.

Schwab US Large-Cap ETF Trading Up 0.0 %

NYSEARCA:SCHX opened at $24.20 on Friday. The company has a 50 day simple moving average of $23.70 and a two-hundred day simple moving average of $22.92. The company has a market cap of $15.78 billion, a PE ratio of 26.53 and a beta of 1.02. Schwab US Large-Cap ETF has a 12 month low of $19.50 and a 12 month high of $24.23.

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.