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

Leo Wealth LLC increased its holdings in Schwab US Large-Cap ETF (NYSEARCA:SCHX) by 318.6% in the fourth quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The firm owned 16,053 shares of the company’s stock after acquiring an additional 12,218 shares during the quarter. Leo Wealth LLC’s holdings in Schwab US Large-Cap ETF were worth $372,000 as of its most recent SEC filing.

Several other hedge funds and other institutional investors also recently added to or reduced their stakes in SCHX. Sage Financial Group Inc. lifted its position in shares of Schwab US Large-Cap ETF by 197.7% in the 4th quarter. Sage Financial Group Inc. now owns 24,865,286 shares of the company’s stock worth $576,377,000 after purchasing an additional 16,511,474 shares during the period. US Bancorp DE raised its stake in 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 buying an additional 6,275,290 shares in the last quarter. McAdam LLC lifted its holdings in 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 worth $239,672,000 after buying an additional 7,009,351 shares during the period. Cerity Partners LLC boosted its position in Schwab US Large-Cap ETF by 10.1% during the 3rd 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 in the last quarter. Finally, BlueSky Wealth Advisors LLC boosted its position in Schwab US Large-Cap ETF by 203.2% during the 4th 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 in the last quarter.

Schwab US Large-Cap ETF Trading Down 0.9 %

SCHX opened at $23.85 on Friday. The firm has a market cap of $15.55 billion, a price-to-earnings ratio of 26.53 and a beta of 1.02. Schwab US Large-Cap ETF has a 12 month low of $19.39 and a 12 month high of $24.23. The stock has a fifty day moving average price of $23.70 and a 200-day moving average price of $22.83.

Schwab US Large-Cap ETF Company 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.