Wealthcare Advisory Partners LLC Buys 58,055 Shares of Schwab US Large-Cap ETF (SCHX)

Wealthcare Advisory Partners LLC lifted its stake in Schwab US Large-Cap ETF (NYSEARCA:SCHX) by 6,838.0% during the fourth quarter, according to the company in its most recent Form 13F filing with the SEC. The fund owned 58,904 shares of the company’s stock after acquiring an additional 58,055 shares during the quarter. Schwab US Large-Cap ETF makes up approximately 0.7% of Wealthcare Advisory Partners LLC’s investment portfolio, making the stock its 26th largest position. Wealthcare Advisory Partners LLC’s holdings in Schwab US Large-Cap ETF were worth $3,517,000 as of its most recent SEC filing.

Several other large investors also recently added to or reduced their stakes in the stock. Campbell Wealth Management acquired a new stake in shares of Schwab US Large-Cap ETF in the fourth quarter valued at about $77,543,000. Change Path LLC increased its position in shares of Schwab US Large-Cap ETF by 5.0% in the fourth quarter. Change Path LLC now owns 8,154 shares of the company’s stock valued at $487,000 after acquiring an additional 388 shares during the last quarter. Financial Advisors LLC acquired a new stake in shares of Schwab US Large-Cap ETF in the fourth quarter valued at about $894,000. Captrust Financial Advisors increased its position in shares of Schwab US Large-Cap ETF by 16.2% in the fourth quarter. Captrust Financial Advisors now owns 10,054 shares of the company’s stock valued at $601,000 after acquiring an additional 1,403 shares during the last quarter. Finally, Glacier Peak Capital LLC acquired a new stake in shares of Schwab US Large-Cap ETF in the fourth quarter valued at about $550,000.

NYSEARCA:SCHX opened at $67.61 on Friday. Schwab US Large-Cap ETF has a 52-week low of $55.87 and a 52-week high of $70.50.

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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.

Further Reading: Depreciation

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

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