My Legacy Advisors LLC Has $264,000 Stock Holdings in Schwab US Large-Cap ETF (NYSEARCA:SCHX)

My Legacy Advisors LLC raised its stake in Schwab US Large-Cap ETF (NYSEARCA:SCHX) by 93.0% during the 4th quarter, according to the company in its most recent 13F filing with the SEC. The firm owned 11,239 shares of the company’s stock after buying an additional 5,415 shares during the quarter. My Legacy Advisors LLC’s holdings in Schwab US Large-Cap ETF were worth $264,000 at the end of the most recent reporting period.

Other large investors have also recently added to or reduced their stakes in the company. US Bancorp DE grew its position in Schwab US Large-Cap ETF by 43.8% in the third quarter. US Bancorp DE now owns 20,593,427 shares of the company’s stock worth $1,397,264,000 after acquiring an additional 6,275,290 shares in the last quarter. Campbell Wealth Management bought a new stake in Schwab US Large-Cap ETF in the third quarter worth approximately $346,668,000. Orgel Wealth Management LLC grew its position in Schwab US Large-Cap ETF by 206.0% in the fourth quarter. Orgel Wealth Management LLC now owns 4,630,059 shares of the company’s stock worth $107,325,000 after acquiring an additional 3,116,909 shares in the last quarter. Marcum Wealth LLC boosted its holdings in shares of Schwab US Large-Cap ETF by 190.6% during the 4th quarter. Marcum Wealth LLC now owns 3,723,872 shares of the company’s stock worth $86,319,000 after buying an additional 2,442,216 shares during the period. Finally, Bangor Savings Bank boosted its holdings in shares of Schwab US Large-Cap ETF by 194.3% during the 4th quarter. Bangor Savings Bank now owns 3,508,454 shares of the company’s stock worth $81,326,000 after buying an additional 2,316,319 shares during the period.

Schwab US Large-Cap ETF Trading Up 1.0 %

NYSEARCA SCHX opened at $23.71 on Monday. The company has a fifty day simple moving average of $23.60 and a 200 day simple moving average of $22.65. The company has a market cap of $15.46 billion, a P/E ratio of 26.53 and a beta of 1.02. Schwab US Large-Cap ETF has a 1 year low of $18.66 and a 1 year high of $24.19.

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.