Financial Advisors LLC Trims Holdings in Schwab US Large-Cap ETF (NYSEARCA:SCHX)

Financial Advisors LLC reduced its position in Schwab US Large-Cap ETF (NYSEARCA:SCHX) by 1.4% during the 4th quarter, according to its most recent filing with the SEC. The firm owned 74,929 shares of the company’s stock after selling 1,097 shares during the quarter. Schwab US Large-Cap ETF comprises about 0.9% of Financial Advisors LLC’s holdings, making the stock its 11th largest position. Financial Advisors LLC’s holdings in Schwab US Large-Cap ETF were worth $4,226,000 at the end of the most recent reporting period.

Other institutional investors also recently bought and sold shares of the company. Tempus Wealth Planning LLC grew its stake in shares of Schwab US Large-Cap ETF by 0.6% during the 3rd quarter. Tempus Wealth Planning LLC now owns 75,547 shares of the company’s stock worth $3,823,000 after purchasing an additional 446 shares during the period. Fusion Capital LLC grew its stake in Schwab US Large-Cap ETF by 4.8% in the 4th quarter. Fusion Capital LLC now owns 6,205 shares of the company’s stock valued at $350,000 after acquiring an additional 285 shares during the last quarter. Grant GrossMendelsohn LLC grew its stake in Schwab US Large-Cap ETF by 32.5% in the 4th quarter. Grant GrossMendelsohn LLC now owns 25,606 shares of the company’s stock valued at $1,480,000 after acquiring an additional 6,278 shares during the last quarter. Tradewinds Capital Management LLC grew its stake in Schwab US Large-Cap ETF by 11,142.9% in the 4th quarter. Tradewinds Capital Management LLC now owns 530,778 shares of the company’s stock valued at $29,936,000 after acquiring an additional 526,057 shares during the last quarter. Finally, Geometric Wealth Advisors acquired a new stake in Schwab US Large-Cap ETF in the 4th quarter valued at about $203,000.

Schwab US Large-Cap ETF Stock Performance

NYSEARCA SCHX traded up $0.55 during trading hours on Friday, reaching $60.28. The company’s stock had a trading volume of 1,049,935 shares, compared to its average volume of 1,826,893. The stock has a market cap of $39.12 billion, a PE ratio of 25.47 and a beta of 1.02. Schwab US Large-Cap ETF has a fifty-two week low of $47.57 and a fifty-two week high of $62.24. The company’s 50-day moving average is $60.68 and its two-hundred day moving average is $56.79.

Schwab US Large-Cap ETF 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.