Schwab US Large-Cap ETF $SCHX Stock Holdings Cut by BCS Wealth Management

BCS Wealth Management decreased its position in Schwab US Large-Cap ETF (NYSEARCA:SCHX) by 15.7% in the 3rd quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 673,536 shares of the company’s stock after selling 125,494 shares during the quarter. Schwab US Large-Cap ETF makes up approximately 4.0% of BCS Wealth Management’s portfolio, making the stock its 2nd largest position. BCS Wealth Management’s holdings in Schwab US Large-Cap ETF were worth $17,741,000 at the end of the most recent reporting period.

Other large investors also recently made changes to their positions in the company. CX Institutional raised its stake in shares of Schwab US Large-Cap ETF by 27,108.8% during the 2nd quarter. CX Institutional now owns 62,036 shares of the company’s stock valued at $1,516,000 after purchasing an additional 61,808 shares during the period. Bank of Montreal Can grew its holdings in Schwab US Large-Cap ETF by 6.0% during the 2nd quarter. Bank of Montreal Can now owns 202,214 shares of the company’s stock valued at $4,942,000 after buying an additional 11,420 shares in the last quarter. Janney Montgomery Scott LLC grew its holdings in Schwab US Large-Cap ETF by 2.3% during the 2nd quarter. Janney Montgomery Scott LLC now owns 122,227 shares of the company’s stock valued at $2,987,000 after buying an additional 2,692 shares in the last quarter. B. Riley Wealth Advisors Inc. bought a new stake in shares of Schwab US Large-Cap ETF during the second quarter valued at about $2,266,000. Finally, Corient Private Wealth LLC lifted its holdings in shares of Schwab US Large-Cap ETF by 27.6% in the second quarter. Corient Private Wealth LLC now owns 6,051,561 shares of the company’s stock worth $147,900,000 after buying an additional 1,308,534 shares in the last quarter.

Schwab US Large-Cap ETF Trading Up 0.7%

SCHX stock opened at $27.17 on Tuesday. The firm has a 50 day moving average of $26.83 and a 200-day moving average of $25.98. The firm has a market capitalization of $63.95 billion, a P/E ratio of 25.66 and a beta of 1.01. Schwab US Large-Cap ETF has a 12 month low of $19.00 and a 12 month high of $27.30.

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. The Index is a float-adjusted market capitalization weighted index. The types of derivatives used by the Fund are options, futures, options on futures and swaps.