Schwab US Large-Cap ETF $SCHX is Embree Financial Group’s 3rd Largest Position

Embree Financial Group lessened its holdings in Schwab US Large-Cap ETF (NYSEARCA:SCHX) by 3.6% during the second quarter, according to its most recent filing with the Securities and Exchange Commission. The institutional investor owned 1,746,011 shares of the company’s stock after selling 65,792 shares during the quarter. Schwab US Large-Cap ETF accounts for about 6.4% of Embree Financial Group’s holdings, making the stock its 3rd biggest position. Embree Financial Group owned approximately 0.08% of Schwab US Large-Cap ETF worth $42,673,000 at the end of the most recent quarter.

Several other institutional investors and hedge funds also recently added to or reduced their stakes in the business. US Bancorp DE boosted its stake in shares of Schwab US Large-Cap ETF by 5.2% in the first quarter. US Bancorp DE now owns 217,201,393 shares of the company’s stock valued at $4,795,807,000 after buying an additional 10,782,297 shares in the last quarter. Betterment LLC lifted its holdings in Schwab US Large-Cap ETF by 119.6% in the first quarter. Betterment LLC now owns 13,225,086 shares of the company’s stock valued at $292,010,000 after acquiring an additional 7,201,786 shares during the period. Fund Evaluation Group LLC lifted its holdings in Schwab US Large-Cap ETF by 89.4% in the first quarter. Fund Evaluation Group LLC now owns 7,955,519 shares of the company’s stock valued at $175,658,000 after acquiring an additional 3,755,090 shares during the period. Northwestern Mutual Wealth Management Co. boosted its position in shares of Schwab US Large-Cap ETF by 17.8% during the 1st quarter. Northwestern Mutual Wealth Management Co. now owns 24,479,012 shares of the company’s stock worth $540,497,000 after purchasing an additional 3,701,133 shares in the last quarter. Finally, Wealthspire Advisors LLC boosted its position in shares of Schwab US Large-Cap ETF by 95.7% during the 1st quarter. Wealthspire Advisors LLC now owns 6,083,326 shares of the company’s stock worth $134,320,000 after purchasing an additional 2,974,256 shares in the last quarter.

Schwab US Large-Cap ETF Stock Down 0.5%

Shares of SCHX opened at $26.04 on Friday. The company has a 50-day simple moving average of $25.52 and a 200-day simple moving average of $23.73. The company has a market capitalization of $59.79 billion, a PE ratio of 25.66 and a beta of 1.01. Schwab US Large-Cap ETF has a 52-week low of $19.00 and a 52-week high of $26.51.

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.