Schwab US Large-Cap ETF (NYSEARCA:SCHX) Shares Acquired by Perigon Wealth Management LLC

Perigon Wealth Management LLC lifted its holdings in shares of Schwab US Large-Cap ETF (NYSEARCA:SCHX) by 321.7% during the 4th quarter, according to its most recent 13F filing with the SEC. The institutional investor owned 739,045 shares of the company’s stock after acquiring an additional 563,773 shares during the period. Perigon Wealth Management LLC owned 0.11% of Schwab US Large-Cap ETF worth $17,353,000 at the end of the most recent reporting period.

Several other institutional investors have also recently added to or reduced their stakes in the business. Concourse Financial Group Securities Inc. lifted its position in shares of Schwab US Large-Cap ETF by 224.3% during the 3rd quarter. Concourse Financial Group Securities Inc. now owns 373 shares of the company’s stock worth $25,000 after buying an additional 258 shares during the last quarter. Versant Capital Management Inc raised its stake in Schwab US Large-Cap ETF by 201.0% during the 4th quarter. Versant Capital Management Inc now owns 1,261 shares of the company’s stock worth $29,000 after acquiring an additional 842 shares in the last quarter. IFS Advisors LLC purchased a new stake in Schwab US Large-Cap ETF in the fourth quarter valued at $30,000. Brooklyn Investment Group acquired a new position in Schwab US Large-Cap ETF in the fourth quarter valued at $32,000. Finally, Rise Advisors LLC grew its holdings in shares of Schwab US Large-Cap ETF by 459.5% during the fourth quarter. Rise Advisors LLC now owns 1,410 shares of the company’s stock worth $33,000 after purchasing an additional 1,158 shares during the last quarter.

Schwab US Large-Cap ETF Stock Performance

SCHX opened at $23.78 on Tuesday. The stock has a market capitalization of $15.50 billion, a P/E ratio of 26.53 and a beta of 1.02. Schwab US Large-Cap ETF has a one year low of $19.08 and a one year high of $24.23. The business’s 50-day simple moving average is $23.64 and its 200-day simple moving average is $22.72.

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.