Schwab US Large-Cap ETF (NYSEARCA:SCHX) Shares Purchased by Orgel Wealth Management LLC

Orgel Wealth Management LLC grew its holdings in Schwab US Large-Cap ETF (NYSEARCA:SCHX) by 206.0% during the fourth quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 4,630,059 shares of the company’s stock after purchasing an additional 3,116,909 shares during the quarter. Schwab US Large-Cap ETF comprises approximately 2.8% of Orgel Wealth Management LLC’s portfolio, making the stock its 15th largest holding. Orgel Wealth Management LLC owned approximately 0.71% of Schwab US Large-Cap ETF worth $107,325,000 as of its most recent SEC filing.

A number of other institutional investors and hedge funds also recently added to or reduced their stakes in SCHX. US Bancorp DE lifted its holdings 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 valued at $1,397,264,000 after acquiring an additional 6,275,290 shares during the last quarter. Cerity Partners LLC lifted its stake in shares of Schwab US Large-Cap ETF by 10.1% in the 3rd quarter. Cerity Partners LLC now owns 6,217,901 shares of the company’s stock valued at $421,885,000 after purchasing an additional 567,858 shares during the last quarter. Wealth Enhancement Advisory Services LLC grew its holdings in shares of Schwab US Large-Cap ETF by 6.2% during the 4th quarter. Wealth Enhancement Advisory Services LLC now owns 5,976,786 shares of the company’s stock worth $138,542,000 after purchasing an additional 348,959 shares during the period. Northwestern Mutual Wealth Management Co. increased its position in shares of 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 purchasing an additional 709,943 shares during the last quarter. Finally, Campbell Wealth Management purchased a new stake in Schwab US Large-Cap ETF in the 3rd quarter valued at about $346,668,000.

Schwab US Large-Cap ETF Price Performance

NYSEARCA SCHX opened at $23.71 on Friday. Schwab US Large-Cap ETF has a 12 month low of $18.66 and a 12 month high of $24.19. The stock has a market capitalization of $15.46 billion, a P/E ratio of 26.53 and a beta of 1.02. The firm’s 50-day moving average is $23.60 and its two-hundred day moving average is $22.64.

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.