Williams Jones Wealth Management LLC. Acquires 15,640 Shares of Schwab US Large-Cap ETF (NYSEARCA:SCHX)

Williams Jones Wealth Management LLC. grew its holdings in Schwab US Large-Cap ETF (NYSEARCA:SCHX) by 198.3% during the 4th quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The firm owned 23,529 shares of the company’s stock after acquiring an additional 15,640 shares during the period. Williams Jones Wealth Management LLC.’s holdings in Schwab US Large-Cap ETF were worth $545,000 as of its most recent SEC filing.

Other institutional investors have also added to or reduced their stakes in the company. Windsor Advisory Group LLC raised its position in shares of Schwab US Large-Cap ETF by 642.6% during the 4th quarter. Windsor Advisory Group LLC now owns 248,034 shares of the company’s stock valued at $5,749,000 after purchasing an additional 214,631 shares during the period. Vernal Point Advisors LLC raised its position in shares of Schwab US Large-Cap ETF by 200.0% during the 4th quarter. Vernal Point Advisors LLC now owns 49,806 shares of the company’s stock valued at $1,155,000 after purchasing an additional 33,204 shares during the period. Vident Advisory LLC raised its position in shares of Schwab US Large-Cap ETF by 212.7% during the 4th quarter. Vident Advisory LLC now owns 17,462 shares of the company’s stock valued at $405,000 after purchasing an additional 11,877 shares during the period. Visionary Wealth Advisors raised its position in shares of Schwab US Large-Cap ETF by 217.7% during the 4th quarter. Visionary Wealth Advisors now owns 131,988 shares of the company’s stock valued at $3,059,000 after purchasing an additional 90,442 shares during the period. Finally, Vivaldi Capital Management LP raised its position in shares of Schwab US Large-Cap ETF by 223.2% during the 4th quarter. Vivaldi Capital Management LP now owns 543,352 shares of the company’s stock valued at $12,921,000 after purchasing an additional 375,231 shares during the period.

Schwab US Large-Cap ETF Price Performance

Shares of SCHX stock opened at $23.07 on Thursday. The company has a market capitalization of $53.29 billion, a price-to-earnings ratio of 24.41 and a beta of 1.02. Schwab US Large-Cap ETF has a one year low of $19.00 and a one year high of $24.31. The company’s fifty day moving average price is $21.88 and its 200-day moving average price is $22.98.

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.