home Latest News Schwab US Large-Cap ETF (SCHX) Shares Bought by Legacy Wealth Management Inc – Fairfield Current

Schwab US Large-Cap ETF (SCHX) Shares Bought by Legacy Wealth Management Inc – Fairfield Current

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Legacy Wealth Management Inc grew its holdings in Schwab US Large-Cap ETF (NYSEARCA:SCHX) by 716.8% during the fourth quarter, according to the company in its most recent filing with the SEC. The fund owned 287,790 shares of the company’s stock after acquiring an additional 252,558 shares during the quarter. Schwab US Large-Cap ETF comprises 3.8% of Legacy Wealth Management Inc’s investment portfolio, making the stock its 6th biggest holding. Legacy Wealth Management Inc owned about 0.13% of Schwab US Large-Cap ETF worth $17,181,000 as of its most recent SEC filing.

Other institutional investors and hedge funds have also added to or reduced their stakes in the company. Essex Savings Bank acquired a new stake in shares of Schwab US Large-Cap ETF in the 4th quarter valued at about $30,000. Baystate Wealth Management LLC acquired a new stake in shares of Schwab US Large-Cap ETF in the 4th quarter valued at about $33,000. Benjamin F. Edwards & Company Inc. boosted its position in shares of Schwab US Large-Cap ETF by 42.3% in the 4th quarter. Benjamin F. Edwards & Company Inc. now owns 656 shares of the company’s stock valued at $39,000 after purchasing an additional 195 shares during the period. Mackey Komara & Dankovich LLC acquired a new stake in shares of Schwab US Large-Cap ETF in the 4th quarter valued at about $46,000. Finally, Sterling Investment Advisors Ltd. boosted its position in shares of Schwab US Large-Cap ETF by 322.3% in the 4th quarter. Sterling Investment Advisors Ltd. now owns 832 shares of the company’s stock valued at $49,000 after purchasing an additional 635 shares during the period.

Shares of NYSEARCA SCHX traded up $0.37 during trading hours on Wednesday, reaching $65.99. The stock had a trading volume of 2,265 shares, compared to its average volume of 1,706,132. Schwab US Large-Cap ETF has a fifty-two week low of $55.87 and a fifty-two week high of $70.50.

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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.

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Institutional Ownership by Quarter for Schwab US Large-Cap ETF (NYSEARCA:SCHX)

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