Evermay Wealth Management LLC Sells 467,556 Shares of Schwab US Large-Cap ETF $SCHX

Evermay Wealth Management LLC lessened its holdings in Schwab US Large-Cap ETF (NYSEARCA:SCHX) by 9.3% during the 2nd quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The fund owned 4,544,697 shares of the company’s stock after selling 467,556 shares during the period. Schwab US Large-Cap ETF makes up 13.7% of Evermay Wealth Management LLC’s investment portfolio, making the stock its 2nd largest position. Evermay Wealth Management LLC owned 0.20% of Schwab US Large-Cap ETF worth $111,072,000 as of its most recent SEC filing.

Several other large investors have also modified their holdings of the business. US Bancorp DE lifted its stake in shares of Schwab US Large-Cap ETF by 5.2% in the 1st quarter. US Bancorp DE now owns 217,201,393 shares of the company’s stock valued at $4,795,807,000 after purchasing an additional 10,782,297 shares during the last quarter. HBK Sorce Advisory LLC raised its holdings in shares of Schwab US Large-Cap ETF by 2.8% in the 1st quarter. HBK Sorce Advisory LLC now owns 33,030,817 shares of the company’s stock valued at $729,320,000 after buying an additional 890,971 shares during the period. Sage Financial Group Inc. raised its holdings in shares of Schwab US Large-Cap ETF by 1.9% in the 1st quarter. Sage Financial Group Inc. now owns 25,345,106 shares of the company’s stock valued at $559,620,000 after buying an additional 479,820 shares during the period. Northwestern Mutual Wealth Management Co. increased its holdings in 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 during the period. Finally, Wealth Enhancement Advisory Services LLC increased its holdings in Schwab US Large-Cap ETF by 17.7% during the 2nd quarter. Wealth Enhancement Advisory Services LLC now owns 19,566,506 shares of the company’s stock worth $484,662,000 after purchasing an additional 2,942,434 shares during the period.

Schwab US Large-Cap ETF Price Performance

Shares of NYSEARCA SCHX opened at $26.29 on Monday. The stock’s 50-day moving average is $25.94 and its two-hundred day moving average is $24.22. Schwab US Large-Cap ETF has a 1-year low of $19.00 and a 1-year high of $26.68. The company has a market cap of $60.95 billion, a price-to-earnings ratio of 25.66 and a beta of 1.01.

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.