5,033 Shares in Schwab US Large-Cap ETF (NYSEARCA:SCHX) Purchased by Kingswood Wealth Advisors LLC

Kingswood Wealth Advisors LLC recently acquired a new position in Schwab US Large-Cap ETF (NYSEARCA:SCHX) during the first quarter, purchasing 5,033 shares valued at approximately $312,000, according to the company’s latest disclosure with the SEC.

Other institutional investors have also made changes to their holdings in the company. For example, Charles Schwab Investment Advisory Inc. increased its holdings in Schwab US Large-Cap ETF by 0.4% in the fourth quarter, while Charles Schwab Investment Management Inc. and Cerity Partners LLC saw similar increases in their positions during the same period.

Despite these changes, Schwab US Large-Cap ETF saw a slight decrease of 0.4% in trading on Friday, with shares opening at $64.25. The stock has a market capitalization of $41.88 billion and a PE ratio of 26.53.

The goal of Schwab US Large-Cap ETF is to track the total return of the Dow Jones U.S. Large-Cap Total Stock Market Index. This index includes the large-cap portion of the Dow Jones U.S. Total Stock Market Index, providing investors with exposure to the top 750 components by full market capitalization.

For more information on hedge fund holdings and insider trades related to SCHX, visit HoldingsChannel.com. Additionally, to stay updated on news and ratings for Schwab US Large-Cap ETF, subscribe to MarketBeat.com’s free daily email newsletter.

In DailyBubble’s opinion, the consistent interest from institutional investors in Schwab US Large-Cap ETF reflects confidence in the fund’s ability to deliver strong returns. Investors may want to keep an eye on future developments and performance metrics to make informed decisions about their investment strategies.