Moneywise Inc. Acquires 2,326 Shares of Schwab U.S. Large-Cap ETF (NYSEARCA:SCHX)

Moneywise Inc. grew its position in Schwab U.S. Large-Cap ETF (NYSEARCA:SCHX) by 0.8% during the fourth quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The firm owned 301,937 shares of the company’s stock after purchasing an additional 2,326 shares during the quarter. Schwab U.S. Large-Cap ETF makes up approximately 14.4% of Moneywise Inc.’s portfolio, making the stock its largest holding. Moneywise Inc. owned 0.17% of Schwab U.S. Large-Cap ETF worth $19,258,000 as of its most recent filing with the Securities & Exchange Commission.

Separately, Vista Private Wealth Partners. LLC bought a new stake in Schwab U.S. Large-Cap ETF in the 3rd quarter valued at $9,869,000.

Shares of Schwab U.S. Large-Cap ETF (NYSEARCA:SCHX) traded up $0.06 during midday trading on Wednesday, reaching $67.33. 246,384 shares of the company traded hands, compared to its average volume of 955,686. Schwab U.S. Large-Cap ETF has a 1-year low of $54.01 and a 1-year high of $68.43.

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Institutional Ownership by Quarter for Schwab U.S. Large-Cap ETF (NYSEARCA:SCHX)

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