Blue Bell Private Wealth Management LLC Grows Stake in Schwab US Large-Cap ETF (NYSEARCA:SCHX)

Blue Bell Private Wealth Management LLC grew its holdings in shares of Schwab US Large-Cap ETF (NYSEARCA:SCHX) by 198.5% during the fourth quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The fund owned 836,363 shares of the company’s stock after buying an additional 556,151 shares during the period. Schwab US Large-Cap ETF accounts for about 3.7% of Blue Bell Private Wealth Management LLC’s investment portfolio, making the stock its 3rd biggest holding. Blue Bell Private Wealth Management LLC’s holdings in Schwab US Large-Cap ETF were worth $19,387,000 at the end of the most recent quarter.

Other hedge funds and other institutional investors have also recently added to or reduced their stakes in the company. Total Investment Management Inc. raised its holdings in Schwab US Large-Cap ETF by 200.6% during the fourth quarter. Total Investment Management Inc. now owns 13,510 shares of the company’s stock worth $313,000 after purchasing an additional 9,016 shares in the last quarter. Brass Tax Wealth Management Inc. purchased a new position in Schwab US Large-Cap ETF during the 3rd quarter worth approximately $3,040,000. B. Riley Wealth Advisors Inc. grew its position in Schwab US Large-Cap ETF by 4.8% during the 3rd quarter. B. Riley Wealth Advisors Inc. now owns 110,984 shares of the company’s stock worth $7,469,000 after purchasing an additional 5,035 shares in the last quarter. Pure Portfolios Holdings LLC grew its holdings in shares of Schwab US Large-Cap ETF by 201.1% during the 4th quarter. Pure Portfolios Holdings LLC now owns 1,408,552 shares of the company’s stock valued at $32,650,000 after acquiring an additional 940,747 shares in the last quarter. Finally, Keystone Wealth Services LLC grew its holdings in shares of Schwab US Large-Cap ETF by 200.4% during the 4th quarter. Keystone Wealth Services LLC now owns 34,854 shares of the company’s stock valued at $808,000 after acquiring an additional 23,252 shares in the last quarter.

Schwab US Large-Cap ETF Trading Down 1.9 %

SCHX stock opened at $22.62 on Friday. Schwab US Large-Cap ETF has a 1 year low of $19.50 and a 1 year high of $24.31. The company has a fifty day simple moving average of $23.64 and a 200 day simple moving average of $23.17. The firm has a market cap of $50.67 billion, a PE ratio of 26.64 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.