Schwab US Large-Cap ETF (NYSEARCA:SCHX) Stock Position Increased by Marcum Wealth LLC

Marcum Wealth LLC increased its holdings in Schwab US Large-Cap ETF (NYSEARCA:SCHX) by 21.7% in the 2nd quarter, according to its most recent disclosure with the SEC. The firm owned 510,553 shares of the company’s stock after acquiring an additional 90,890 shares during the period. Schwab US Large-Cap ETF makes up about 8.6% of Marcum Wealth LLC’s holdings, making the stock its 2nd largest holding. Marcum Wealth LLC owned approximately 0.17% of Schwab US Large-Cap ETF worth $53,082,000 as of its most recent SEC filing.

Other large investors have also bought and sold shares of the company. UBS Group AG lifted its holdings in shares of Schwab US Large-Cap ETF by 4.7% in the 1st quarter. UBS Group AG now owns 4,057,220 shares of the company’s stock worth $389,615,000 after acquiring an additional 182,106 shares during the last quarter. Envestnet Asset Management Inc. lifted its stake in Schwab US Large-Cap ETF by 20.0% during the second quarter. Envestnet Asset Management Inc. now owns 3,565,110 shares of the company’s stock worth $370,664,000 after purchasing an additional 595,024 shares in the last quarter. Mercer Global Advisors Inc. ADV boosted its position in shares of Schwab US Large-Cap ETF by 32.7% during the second quarter. Mercer Global Advisors Inc. ADV now owns 2,591,981 shares of the company’s stock worth $269,488,000 after buying an additional 638,011 shares during the period. AJ Wealth Strategies LLC grew its stake in shares of Schwab US Large-Cap ETF by 24.0% in the first quarter. AJ Wealth Strategies LLC now owns 2,051,422 shares of the company’s stock valued at $196,998,000 after buying an additional 397,646 shares in the last quarter. Finally, Mariner LLC raised its holdings in shares of Schwab US Large-Cap ETF by 0.7% in the 1st quarter. Mariner LLC now owns 1,949,901 shares of the company’s stock valued at $187,255,000 after buying an additional 13,588 shares during the period.

Schwab US Large-Cap ETF stock traded down $0.03 during mid-day trading on Wednesday, reaching $107.59. 1,166 shares of the company’s stock were exchanged, compared to its average volume of 743,802. Schwab US Large-Cap ETF has a twelve month low of $76.81 and a twelve month high of $110.07. The company has a fifty day moving average of $107.28 and a 200-day moving average of $102.42.

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.

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Institutional Ownership by Quarter for Schwab US Large-Cap ETF (NYSEARCA:SCHX)

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