AE Wealth Management LLC Lowers Holdings in Schwab US Large-Cap ETF $SCHX

AE Wealth Management LLC decreased its position in Schwab US Large-Cap ETF (NYSEARCA:SCHX) by 85.5% during the second quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The institutional investor owned 67,394 shares of the company’s stock after selling 396,520 shares during the period. AE Wealth Management LLC’s holdings in Schwab US Large-Cap ETF were worth $1,647,000 at the end of the most recent reporting period.

Other institutional investors and hedge funds have also bought and sold shares of the company. CM Wealth Advisors LLC lifted its stake in shares of Schwab US Large-Cap ETF by 1.3% in the second quarter. CM Wealth Advisors LLC now owns 32,538 shares of the company’s stock worth $795,000 after buying an additional 414 shares in the last quarter. Quadrant Private Wealth Management LLC purchased a new position in Schwab US Large-Cap ETF in the 2nd quarter worth approximately $262,000. KCM Investment Advisors LLC lifted its position in Schwab US Large-Cap ETF by 22.4% in the 2nd quarter. KCM Investment Advisors LLC now owns 56,099 shares of the company’s stock valued at $1,371,000 after acquiring an additional 10,272 shares in the last quarter. Walkner Condon Financial Advisors LLC lifted its position in Schwab US Large-Cap ETF by 7.3% in the 2nd quarter. Walkner Condon Financial Advisors LLC now owns 336,281 shares of the company’s stock valued at $8,212,000 after acquiring an additional 22,828 shares in the last quarter. Finally, ETF Store Inc. increased its holdings in shares of Schwab US Large-Cap ETF by 3.4% in the 2nd quarter. ETF Store Inc. now owns 147,564 shares of the company’s stock worth $3,606,000 after purchasing an additional 4,831 shares in the last quarter.

Schwab US Large-Cap ETF Price Performance

SCHX stock opened at $27.00 on Wednesday. The stock has a market capitalization of $62.70 billion, a P/E ratio of 25.66 and a beta of 1.01. Schwab US Large-Cap ETF has a 1-year low of $19.00 and a 1-year high of $27.27. The business has a fifty day moving average price of $26.40 and a 200-day moving average price of $24.96.

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.