Bogart Wealth LLC Raises Stake in Schwab US Large-Cap ETF (NYSEARCA:SCHX)

Bogart Wealth LLC boosted its holdings in Schwab US Large-Cap ETF (NYSEARCA:SCHX) by 68.9% during the 4th quarter, according to its most recent disclosure with the SEC. The firm owned 2,055 shares of the company’s stock after buying an additional 838 shares during the period. Bogart Wealth LLC’s holdings in Schwab US Large-Cap ETF were worth $116,000 at the end of the most recent reporting period.

A number of other hedge funds and other institutional investors have also recently bought and sold shares of the business. Global Retirement Partners LLC raised its stake in shares of Schwab US Large-Cap ETF by 0.6% in the 4th quarter. Global Retirement Partners LLC now owns 30,017 shares of the company’s stock valued at $1,690,000 after acquiring an additional 193 shares during the period. Hexagon Capital Partners LLC raised its holdings in shares of Schwab US Large-Cap ETF by 5.4% during the 4th quarter. Hexagon Capital Partners LLC now owns 4,066 shares of the company’s stock valued at $229,000 after buying an additional 210 shares during the period. Capital Investment Advisory Services LLC lifted its position in Schwab US Large-Cap ETF by 4.7% during the 4th quarter. Capital Investment Advisory Services LLC now owns 4,858 shares of the company’s stock worth $274,000 after acquiring an additional 218 shares in the last quarter. Atticus Wealth Management LLC boosted its holdings in Schwab US Large-Cap ETF by 12.5% in the 3rd quarter. Atticus Wealth Management LLC now owns 2,001 shares of the company’s stock worth $101,000 after acquiring an additional 223 shares during the period. Finally, United Asset Strategies Inc. grew its position in Schwab US Large-Cap ETF by 5.4% in the fourth quarter. United Asset Strategies Inc. now owns 4,525 shares of the company’s stock valued at $255,000 after acquiring an additional 230 shares in the last quarter.

Schwab US Large-Cap ETF Stock Down 0.1 %

Shares of NYSEARCA SCHX traded down $0.04 during trading on Wednesday, reaching $61.31. 797,635 shares of the stock were exchanged, compared to its average volume of 1,810,476. The company has a market capitalization of $39.79 billion, a price-to-earnings ratio of 25.47 and a beta of 1.02. The business’s 50-day moving average price is $60.78 and its 200 day moving average price is $57.29. Schwab US Large-Cap ETF has a twelve month low of $48.22 and a twelve month high of $62.24.

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.