Kingswood Wealth Advisors LLC Sells 6,040 Shares of Schwab US Large-Cap ETF (NYSEARCA:SCHX)

Kingswood Wealth Advisors LLC lessened its stake in Schwab US Large-Cap ETF (NYSEARCA:SCHX) by 22.2% in the first quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 21,124 shares of the company’s stock after selling 6,040 shares during the period. Kingswood Wealth Advisors LLC’s holdings in Schwab US Large-Cap ETF were worth $466,000 at the end of the most recent reporting period.

A number of other hedge funds and other institutional investors have also bought and sold shares of the stock. Wealth Group Ltd. grew its position in shares of Schwab US Large-Cap ETF by 198.1% in the 4th quarter. Wealth Group Ltd. now owns 117,263 shares of the company’s stock worth $2,718,000 after buying an additional 77,928 shares during the period. Ironwood Wealth Management LLC. lifted its stake in shares of Schwab US Large-Cap ETF by 240.7% in the 4th quarter. Ironwood Wealth Management LLC. now owns 68,898 shares of the company’s stock worth $1,597,000 after purchasing an additional 48,673 shares during the period. Eagle Capital Management LLC raised its stake in Schwab US Large-Cap ETF by 201.3% during the 4th quarter. Eagle Capital Management LLC now owns 185,049 shares of the company’s stock worth $4,289,000 after acquiring an additional 123,626 shares during the period. Brighton Jones LLC raised its position in shares of Schwab US Large-Cap ETF by 198.5% during the fourth quarter. Brighton Jones LLC now owns 211,330 shares of the company’s stock valued at $4,899,000 after buying an additional 140,539 shares during the last quarter. Finally, Revolve Wealth Partners LLC raised its position in shares of Schwab US Large-Cap ETF by 215.3% during the fourth quarter. Revolve Wealth Partners LLC now owns 465,220 shares of the company’s stock valued at $10,784,000 after buying an additional 317,687 shares during the last quarter.

Schwab US Large-Cap ETF Stock Performance

SCHX stock opened at $23.61 on Friday. The firm has a fifty day moving average price of $22.71 and a 200 day moving average price of $22.96. Schwab US Large-Cap ETF has a fifty-two week low of $19.00 and a fifty-two week high of $24.31. The firm has a market cap of $54.07 billion, a PE ratio of 25.15 and a beta of 1.02.

About Schwab US Large-Cap ETF

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.