Bank of Montreal Can Has $1.49 Million Position in Schwab U.S. Large-Cap ETF (SCHX)

Bank of Montreal Can increased its stake in shares of Schwab U.S. Large-Cap ETF (NYSEARCA:SCHX) by 5.8% during the 4th quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The firm owned 23,355 shares of the company’s stock after acquiring an additional 1,276 shares during the period. Bank of Montreal Can’s holdings in Schwab U.S. Large-Cap ETF were worth $1,490,000 as of its most recent filing with the Securities & Exchange Commission.

Other institutional investors also recently bought and sold shares of the company. Vista Private Wealth Partners. LLC acquired a new stake in Schwab U.S. Large-Cap ETF during the third quarter worth about $9,869,000. Moneywise Inc. grew its holdings in Schwab U.S. Large-Cap ETF by 0.8% in the fourth quarter. Moneywise Inc. now owns 301,937 shares of the company’s stock valued at $19,258,000 after purchasing an additional 2,326 shares during the period. Piershale Financial Group Inc. grew its holdings in Schwab U.S. Large-Cap ETF by 78.0% in the fourth quarter. Piershale Financial Group Inc. now owns 384,226 shares of the company’s stock valued at $24,506,000 after purchasing an additional 168,396 shares during the period. 440 Investment Group LLC acquired a new stake in Schwab U.S. Large-Cap ETF in the fourth quarter valued at approximately $493,000. Finally, Sheets Smith Wealth Management grew its holdings in Schwab U.S. Large-Cap ETF by 39.8% in the fourth quarter. Sheets Smith Wealth Management now owns 20,077 shares of the company’s stock valued at $1,280,000 after purchasing an additional 5,717 shares during the period.

Shares of Schwab U.S. Large-Cap ETF (NYSEARCA:SCHX) opened at $64.46 on Thursday. Schwab U.S. Large-Cap ETF has a 1-year low of $55.24 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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