RF&L Wealth Management LLC Has $404,000 Stock Position in Schwab US Large-Cap ETF (NYSEARCA:SCHX)

RF&L Wealth Management LLC boosted its holdings in Schwab US Large-Cap ETF (NYSEARCA:SCHX) by 200.0% in the fourth quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The institutional investor owned 17,430 shares of the company’s stock after purchasing an additional 11,620 shares during the period. RF&L Wealth Management LLC’s holdings in Schwab US Large-Cap ETF were worth $404,000 as of its most recent filing with the Securities and Exchange Commission.

A number of other large investors also recently modified their holdings of SCHX. Brass Tax Wealth Management Inc. bought a new stake in Schwab US Large-Cap ETF in the third quarter valued at approximately $3,040,000. B. Riley Wealth Advisors Inc. raised its stake in Schwab US Large-Cap ETF by 4.8% in the 3rd quarter. B. Riley Wealth Advisors Inc. now owns 110,984 shares of the company’s stock valued at $7,469,000 after acquiring an additional 5,035 shares during the period. Anchor Investment Management LLC boosted its position in Schwab US Large-Cap ETF by 8.1% during the third quarter. Anchor Investment Management LLC now owns 375,706 shares of the company’s stock worth $25,492,000 after purchasing an additional 28,277 shares during the period. Howard Capital Management Group LLC acquired a new position in shares of Schwab US Large-Cap ETF in the third quarter valued at $209,000. Finally, World Investment Advisors LLC raised its position in shares of Schwab US Large-Cap ETF by 12.5% in the third quarter. World Investment Advisors LLC now owns 50,196 shares of the company’s stock valued at $3,406,000 after purchasing an additional 5,575 shares during the period.

Schwab US Large-Cap ETF Stock Performance

Shares of SCHX stock opened at $23.67 on Friday. The company has a market capitalization of $15.43 billion, a price-to-earnings ratio of 26.53 and a beta of 1.02. Schwab US Large-Cap ETF has a 52 week low of $18.66 and a 52 week high of $24.19. The company 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.