Vista Private Wealth Partners. LLC Acquires 4,240 Shares of Schwab US Large-Cap ETF (NYSEARCA:SCHX)

Vista Private Wealth Partners. LLC boosted its holdings in shares of Schwab US Large-Cap ETF (NYSEARCA:SCHX) by 2.8% during the 2nd quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The institutional investor owned 155,352 shares of the company’s stock after buying an additional 4,240 shares during the period. Schwab US Large-Cap ETF makes up 6.9% of Vista Private Wealth Partners. LLC’s holdings, making the stock its 3rd largest position. Vista Private Wealth Partners. LLC owned approximately 0.06% of Schwab US Large-Cap ETF worth $10,814,000 as of its most recent SEC filing.

A number of other large investors have also made changes to their positions in SCHX. EP Wealth Advisors LLC increased its holdings in shares of Schwab US Large-Cap ETF by 27.1% in the second quarter. EP Wealth Advisors LLC now owns 22,959 shares of the company’s stock valued at $1,612,000 after purchasing an additional 4,891 shares during the period. Atria Investments LLC increased its holdings in shares of Schwab US Large-Cap ETF by 1.6% in the second quarter. Atria Investments LLC now owns 25,561 shares of the company’s stock valued at $1,761,000 after purchasing an additional 395 shares during the period. NewSquare Capital LLC increased its holdings in shares of Schwab US Large-Cap ETF by 3.4% in the second quarter. NewSquare Capital LLC now owns 90,458 shares of the company’s stock valued at $6,349,000 after purchasing an additional 3,007 shares during the period. Garde Capital Inc. increased its holdings in shares of Schwab US Large-Cap ETF by 5.3% in the second quarter. Garde Capital Inc. now owns 32,302 shares of the company’s stock valued at $2,267,000 after purchasing an additional 1,622 shares during the period. Finally, Cresset Asset Management LLC increased its holdings in shares of Schwab US Large-Cap ETF by 77.3% in the second quarter. Cresset Asset Management LLC now owns 16,292 shares of the company’s stock valued at $1,149,000 after purchasing an additional 7,104 shares during the period.

Shares of SCHX stock traded down $0.86 during mid-day trading on Tuesday, reaching $70.07. The stock had a trading volume of 79,220 shares, compared to its average volume of 1,193,058. The business’s fifty day moving average is $70.33 and its 200-day moving average is $69.58. Schwab US Large-Cap ETF has a 1-year low of $55.87 and a 1-year high of $72.36.

The company also recently disclosed a — dividend, which was paid on Monday, September 30th. Stockholders of record on Thursday, September 26th were issued a $0.3313 dividend. This represents a dividend yield of 1.9%. The ex-dividend date was Wednesday, September 25th.

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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