Dakota Wealth Management Acquires 120,954 Shares of Schwab US Large-Cap ETF (NYSEARCA:SCHX)

Dakota Wealth Management grew its holdings in Schwab US Large-Cap ETF (NYSEARCA:SCHX) by 205.0% during the 4th quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The firm owned 179,963 shares of the company’s stock after purchasing an additional 120,954 shares during the period. Dakota Wealth Management’s holdings in Schwab US Large-Cap ETF were worth $4,172,000 at the end of the most recent quarter.

Other institutional investors also recently modified their holdings of the company. US Bancorp DE boosted its stake in Schwab US Large-Cap ETF by 43.8% in the 3rd 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 period. Cerity Partners LLC boosted its position in shares of Schwab US Large-Cap ETF by 10.1% in the third quarter. Cerity Partners LLC now owns 6,217,901 shares of the company’s stock valued at $421,885,000 after acquiring an additional 567,858 shares during the period. BlueSky Wealth Advisors LLC boosted its position in shares of Schwab US Large-Cap ETF by 203.2% in the fourth quarter. BlueSky Wealth Advisors LLC now owns 5,990,685 shares of the company’s stock valued at $138,864,000 after acquiring an additional 4,014,627 shares during the period. Wealth Enhancement Advisory Services LLC grew its stake in Schwab US Large-Cap ETF by 6.2% during the fourth quarter. Wealth Enhancement Advisory Services LLC now owns 5,976,786 shares of the company’s stock valued at $138,542,000 after acquiring an additional 348,959 shares in the last quarter. Finally, Northwestern Mutual Wealth Management Co. increased its holdings in Schwab US Large-Cap ETF by 13.7% during the 2nd quarter. Northwestern Mutual Wealth Management Co. now owns 5,898,131 shares of the company’s stock worth $379,043,000 after acquiring an additional 709,943 shares during the period.

Schwab US Large-Cap ETF Price Performance

NYSEARCA SCHX opened at $24.07 on Thursday. The company’s 50 day simple moving average is $23.60 and its two-hundred day simple moving average is $22.68. Schwab US Large-Cap ETF has a 1 year low of $19.08 and a 1 year high of $24.19. The stock has a market capitalization of $15.69 billion, a PE 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.