Kirkwood Financial Services Makes New $771,000 Investment in Schwab US Large-Cap ETF $SCHX

Kirkwood Financial Services acquired a new position in shares of Schwab US Large-Cap ETF (NYSEARCA:SCHX) during the 2nd quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The fund acquired 26,183 shares of the company’s stock, valued at approximately $771,000. Schwab US Large-Cap ETF accounts for about 0.2% of Kirkwood Financial Services’ investment portfolio, making the stock its 21st biggest holding.

Other large investors have also made changes to their positions in the company. Strategic Financial Services Inc. acquired a new stake in Schwab US Large-Cap ETF during the second quarter worth about $226,000. Guardian Wealth Advisors LLC NC raised its holdings in Schwab US Large-Cap ETF by 2.8% in the 2nd quarter. Guardian Wealth Advisors LLC NC now owns 2,849,825 shares of the company’s stock valued at $83,870,000 after acquiring an additional 77,447 shares in the last quarter. HB Wealth Management LLC lifted its position in shares of Schwab US Large-Cap ETF by 2.6% in the 2nd quarter. HB Wealth Management LLC now owns 3,146,255 shares of the company’s stock worth $92,594,000 after acquiring an additional 78,921 shares during the period. Clay Northam Wealth Management LLC bought a new stake in shares of Schwab US Large-Cap ETF in the 2nd quarter worth approximately $206,000. Finally, Asset Allocation Strategies LLC grew its holdings in shares of Schwab US Large-Cap ETF by 1.3% during the 2nd quarter. Asset Allocation Strategies LLC now owns 889,541 shares of the company’s stock worth $26,179,000 after purchasing an additional 11,551 shares in the last quarter.

Schwab US Large-Cap ETF Stock Performance

SCHX opened at $30.36 on Monday. The stock has a market cap of $74.06 billion, a PE ratio of 25.66 and a beta of 1.00. Schwab US Large-Cap ETF has a 1 year low of $24.81 and a 1 year high of $30.77. The stock’s 50 day simple moving average is $29.86 and its 200-day simple moving average is $28.54.

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. The Index is a float-adjusted market capitalization weighted index. The types of derivatives used by the Fund are options, futures, options on futures and swaps.