Schwab US Large-Cap ETF $SCHX Shares Acquired by Foster Victor Wealth Advisors LLC

Foster Victor Wealth Advisors LLC lifted its holdings in Schwab US Large-Cap ETF (NYSEARCA:SCHX) by 2.4% during the third quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The institutional investor owned 1,468,735 shares of the company’s stock after purchasing an additional 33,860 shares during the quarter. Schwab US Large-Cap ETF accounts for approximately 2.0% of Foster Victor Wealth Advisors LLC’s investment portfolio, making the stock its 7th biggest holding. Foster Victor Wealth Advisors LLC’s holdings in Schwab US Large-Cap ETF were worth $44,268,000 at the end of the most recent quarter.

Several other large investors have also added to or reduced their stakes in the business. Legacy Private Trust Co. acquired a new position in Schwab US Large-Cap ETF during the third quarter valued at approximately $10,825,000. HB Wealth Management LLC grew its stake in Schwab US Large-Cap ETF by 2.6% in the second quarter. HB Wealth Management LLC now owns 3,146,255 shares of the company’s stock valued at $92,594,000 after purchasing an additional 78,921 shares in the last quarter. Lido Advisors LLC increased its position in shares of Schwab US Large-Cap ETF by 5.7% during the 1st quarter. Lido Advisors LLC now owns 363,701 shares of the company’s stock worth $9,327,000 after purchasing an additional 19,671 shares during the last quarter. Western Wealth Management LLC increased its position in shares of Schwab US Large-Cap ETF by 102.6% during the 1st quarter. Western Wealth Management LLC now owns 249,040 shares of the company’s stock worth $6,385,000 after purchasing an additional 126,095 shares during the last quarter. Finally, Cornerstone Advisors Asset Management LLC increased its position in shares of Schwab US Large-Cap ETF by 23.4% during the 2nd quarter. Cornerstone Advisors Asset Management LLC now owns 3,695,022 shares of the company’s stock worth $108,744,000 after purchasing an additional 700,586 shares during the last quarter.

Schwab US Large-Cap ETF Stock Up 0.6%

Shares of Schwab US Large-Cap ETF stock opened at $30.42 on Thursday. Schwab US Large-Cap ETF has a 12-month low of $24.81 and a 12-month high of $30.79. The stock has a market cap of $74.88 billion, a P/E ratio of 25.66 and a beta of 1.01. The business’s 50 day moving average is $30.27 and its 200-day moving average is $29.43.

About Schwab US Large-Cap ETF

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. The Index is a float-adjusted market capitalization weighted index. The types of derivatives used by the Fund are options, futures, options on futures and swaps.