Pacific Capital Wealth Advisors Inc. Has $7.27 Million Stock Holdings in Schwab US Large-Cap ETF (NYSEARCA:SCHX)

Pacific Capital Wealth Advisors Inc. reduced its position in Schwab US Large-Cap ETF (NYSEARCA:SCHX) by 0.6% in the 4th quarter, according to its most recent filing with the SEC. The fund owned 128,899 shares of the company’s stock after selling 792 shares during the period. Schwab US Large-Cap ETF comprises 1.8% of Pacific Capital Wealth Advisors Inc.’s holdings, making the stock its 12th largest position. Pacific Capital Wealth Advisors Inc.’s holdings in Schwab US Large-Cap ETF were worth $7,270,000 at the end of the most recent quarter.

A number of other hedge funds and other institutional investors have also bought and sold shares of the business. Providence Capital Advisors LLC bought a new stake in Schwab US Large-Cap ETF in the 3rd quarter valued at $26,000. Cordant Inc. grew its stake in shares of Schwab US Large-Cap ETF by 133.9% in the fourth quarter. Cordant Inc. now owns 594 shares of the company’s stock valued at $34,000 after acquiring an additional 340 shares in the last quarter. Centerpoint Advisors LLC bought a new position in Schwab US Large-Cap ETF during the third quarter worth about $42,000. Fortitude Family Office LLC bought a new stake in Schwab US Large-Cap ETF in the 4th quarter valued at about $51,000. Finally, Gradient Investments LLC grew its position in shares of Schwab US Large-Cap ETF by 71.5% during the 3rd quarter. Gradient Investments LLC now owns 988 shares of the company’s stock worth $50,000 after purchasing an additional 412 shares in the last quarter.

Schwab US Large-Cap ETF Stock Down 0.1 %

Shares of SCHX traded down $0.04 during mid-day trading on Wednesday, hitting $61.31. 797,635 shares of the company’s stock were exchanged, compared to its average volume of 1,810,476. The firm has a market cap of $39.79 billion, a price-to-earnings ratio of 25.47 and a beta of 1.02. The stock’s 50-day simple moving average is $60.78 and its 200-day simple moving average is $57.29. Schwab US Large-Cap ETF has a 52 week low of $48.22 and a 52 week high of $62.24.

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.