McGlone Suttner Wealth Management Inc. Has $57.05 Million Holdings in Schwab US Large-Cap ETF $SCHX

McGlone Suttner Wealth Management Inc. lifted its stake in shares of Schwab US Large-Cap ETF (NYSEARCA:SCHX) by 1.5% during the 4th quarter, HoldingsChannel reports. The firm owned 2,119,924 shares of the company’s stock after acquiring an additional 31,231 shares during the period. Schwab US Large-Cap ETF comprises 7.7% of McGlone Suttner Wealth Management Inc.’s investment portfolio, making the stock its 4th largest position. McGlone Suttner Wealth Management Inc.’s holdings in Schwab US Large-Cap ETF were worth $57,047,000 as of its most recent filing with the Securities and Exchange Commission.

Other institutional investors have also added to or reduced their stakes in the company. Fortis Capital Advisors LLC grew its position in Schwab US Large-Cap ETF by 4.0% during the 3rd quarter. Fortis Capital Advisors LLC now owns 1,370,889 shares of the company’s stock worth $36,109,000 after acquiring an additional 53,242 shares during the last quarter. B. Riley Wealth Advisors Inc. acquired a new position in Schwab US Large-Cap ETF in the 2nd quarter worth about $2,266,000. Corient Private Wealth LLC raised its position in Schwab US Large-Cap ETF by 27.6% in the second quarter. Corient Private Wealth LLC now owns 6,051,561 shares of the company’s stock valued at $147,900,000 after purchasing an additional 1,308,534 shares during the last quarter. Edgestream Partners L.P. acquired a new stake in shares of Schwab US Large-Cap ETF during the second quarter valued at about $652,000. Finally, Charles Schwab Trust Co boosted its stake in shares of Schwab US Large-Cap ETF by 6.9% during the third quarter. Charles Schwab Trust Co now owns 4,164,209 shares of the company’s stock valued at $109,685,000 after purchasing an additional 268,464 shares in the last quarter.

Schwab US Large-Cap ETF Trading Down 0.4%

NYSEARCA:SCHX opened at $24.92 on Tuesday. The stock’s 50-day moving average is $26.75 and its 200-day moving average is $26.73. Schwab US Large-Cap ETF has a 1-year low of $19.00 and a 1-year high of $27.54. The stock has a market cap of $58.91 billion, a P/E ratio of 25.66 and a beta of 1.01.

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.