Accurate Wealth Management LLC Sells 1,138 Shares of Schwab US Large-Cap ETF (NYSEARCA:SCHX)

Accurate Wealth Management LLC lessened its holdings in Schwab US Large-Cap ETF (NYSEARCA:SCHX) by 5.6% in the fourth quarter, according to the company in its most recent Form 13F filing with the SEC. The firm owned 19,313 shares of the company’s stock after selling 1,138 shares during the quarter. Accurate Wealth Management LLC’s holdings in Schwab US Large-Cap ETF were worth $445,000 as of its most recent SEC filing.

A number of other institutional investors also recently modified their holdings of the business. Concourse Financial Group Securities Inc. raised its stake in Schwab US Large-Cap ETF by 224.3% in the third quarter. Concourse Financial Group Securities Inc. now owns 373 shares of the company’s stock valued at $25,000 after purchasing an additional 258 shares in the last quarter. City State Bank acquired a new position in Schwab US Large-Cap ETF in the third quarter valued at about $42,000. Marquette Asset Management LLC acquired a new position in Schwab US Large-Cap ETF in the third quarter valued at about $43,000. Strategic Investment Solutions Inc. IL acquired a new position in Schwab US Large-Cap ETF in the second quarter valued at about $45,000. Finally, Cornerstone Planning Group LLC raised its stake in Schwab US Large-Cap ETF by 200.8% in the third quarter. Cornerstone Planning Group LLC now owns 791 shares of the company’s stock valued at $54,000 after purchasing an additional 528 shares in the last quarter.

Schwab US Large-Cap ETF Stock Up 1.6 %

SCHX stock opened at $23.47 on Thursday. The company has a market cap of $15.30 billion, a PE ratio of 26.53 and a beta of 1.02. Schwab US Large-Cap ETF has a 52 week low of $18.56 and a 52 week high of $24.19. The business has a 50-day simple moving average of $23.60 and a 200 day simple moving average of $22.61.

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.