Schwab U.S. Large-Cap ETF (NYSEARCA:SCHX) Holdings Raised by Tortoise Investment Management LLC

Tortoise Investment Management LLC grew its stake in shares of Schwab U.S. Large-Cap ETF (NYSEARCA:SCHX) by 10.0% during the fourth quarter, according to the company in its most recent disclosure with the SEC. The fund owned 23,706 shares of the company’s stock after buying an additional 2,149 shares during the quarter. Tortoise Investment Management LLC’s holdings in Schwab U.S. Large-Cap ETF were worth $1,512,000 as of its most recent SEC filing.

Several other large investors have also modified their holdings of the company. Northwestern Mutual Wealth Management Co. lifted its holdings in Schwab U.S. Large-Cap ETF by 19.0% in the fourth quarter. Northwestern Mutual Wealth Management Co. now owns 268,224 shares of the company’s stock valued at $17,107,000 after buying an additional 42,911 shares during the period. JFS Wealth Advisors LLC raised its holdings in shares of Schwab U.S. Large-Cap ETF by 121.8% during the fourth quarter. JFS Wealth Advisors LLC now owns 11,960 shares of the company’s stock valued at $763,000 after purchasing an additional 6,568 shares during the period. Blue Bell Private Wealth Management LLC raised its holdings in shares of Schwab U.S. Large-Cap ETF by 8.4% during the fourth quarter. Blue Bell Private Wealth Management LLC now owns 219,022 shares of the company’s stock valued at $13,969,000 after purchasing an additional 17,030 shares during the period. Lowe Brockenbrough & Co. Inc. raised its holdings in shares of Schwab U.S. Large-Cap ETF by 8.9% during the fourth quarter. Lowe Brockenbrough & Co. Inc. now owns 14,100 shares of the company’s stock valued at $899,000 after purchasing an additional 1,150 shares during the period. Finally, Klingenstein Fields & Co. LLC raised its holdings in shares of Schwab U.S. Large-Cap ETF by 13.5% during the fourth quarter. Klingenstein Fields & Co. LLC now owns 31,951 shares of the company’s stock valued at $2,038,000 after purchasing an additional 3,809 shares during the period.

Shares of Schwab U.S. Large-Cap ETF (SCHX) traded up $0.28 during midday trading on Thursday, hitting $64.74. 218,316 shares of the stock traded hands, compared to its average volume of 1,239,934. Schwab U.S. Large-Cap ETF has a 52-week low of $55.24 and a 52-week high of $68.43.

TRADEMARK VIOLATION NOTICE: “Schwab U.S. Large-Cap ETF (NYSEARCA:SCHX) Holdings Raised by Tortoise Investment Management LLC” was originally reported by Week Herald and is the sole property of of Week Herald. If you are reading this report on another publication, it was stolen and reposted in violation of United States and international copyright and trademark laws. The correct version of this report can be viewed at https://weekherald.com/2018/02/15/schwab-u-s-large-cap-etf-schx-stake-boosted-by-tortoise-investment-management-llc.html.

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

Receive News & Ratings for Schwab U.S. Large-Cap ETF Daily - Enter your email address below to receive a concise daily summary of the latest news and analysts' ratings for Schwab U.S. Large-Cap ETF and related companies with MarketBeat.com's FREE daily email newsletter.

Leave a Reply