Clearstead Advisors LLC trimmed its holdings in shares of Schwab US Large-Cap ETF (NYSEARCA:SCHX – Get Rating) by 28.3% in the third quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The institutional investor owned 10,401 shares of the company’s stock after selling 4,098 shares during the period. Clearstead Advisors LLC’s holdings in Schwab US Large-Cap ETF were worth $440,000 as of its most recent SEC filing.
A number of other hedge funds and other institutional investors have also recently bought and sold shares of SCHX. Ironwood Wealth Management LLC. increased its holdings in Schwab US Large-Cap ETF by 99.3% during the 1st quarter. Ironwood Wealth Management LLC. now owns 19,669 shares of the company’s stock valued at $1,059,000 after purchasing an additional 9,800 shares in the last quarter. Retirement Income Solutions Inc increased its holdings in Schwab US Large-Cap ETF by 100.0% during the 1st quarter. Retirement Income Solutions Inc now owns 5,196 shares of the company’s stock valued at $280,000 after purchasing an additional 2,598 shares in the last quarter. AMI Investment Management Inc. increased its holdings in Schwab US Large-Cap ETF by 81.4% during the 1st quarter. AMI Investment Management Inc. now owns 180,373 shares of the company’s stock valued at $9,713,000 after purchasing an additional 80,966 shares in the last quarter. JPMorgan Chase & Co. increased its holdings in Schwab US Large-Cap ETF by 125.3% during the 1st quarter. JPMorgan Chase & Co. now owns 7,078 shares of the company’s stock valued at $381,000 after purchasing an additional 3,936 shares in the last quarter. Finally, Raymond James & Associates boosted its position in Schwab US Large-Cap ETF by 91.3% in the 1st quarter. Raymond James & Associates now owns 58,163 shares of the company’s stock valued at $3,132,000 after buying an additional 27,760 shares during the last quarter.
Schwab US Large-Cap ETF Trading Up 1.6 %
Shares of SCHX opened at $46.28 on Wednesday. The business’s fifty day moving average price is $47.37 and its two-hundred day moving average price is $46.17. Schwab US Large-Cap ETF has a 52 week low of $41.20 and a 52 week high of $55.15.
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.
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