Schwab US Large-Cap ETF $SCHX is Farnam Financial LLC’s Largest Position

Farnam Financial LLC lessened its holdings in shares of Schwab US Large-Cap ETF (NYSEARCA:SCHX) by 9.2% during the third quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The institutional investor owned 520,427 shares of the company’s stock after selling 52,675 shares during the period. Schwab US Large-Cap ETF accounts for approximately 10.7% of Farnam Financial LLC’s holdings, making the stock its biggest position. Farnam Financial LLC’s holdings in Schwab US Large-Cap ETF were worth $13,708,000 at the end of the most recent quarter.

Several other institutional investors also recently modified their holdings of the business. Morton Capital Management LLC CA grew its holdings in Schwab US Large-Cap ETF by 5.4% in the third quarter. Morton Capital Management LLC CA now owns 20,807 shares of the company’s stock worth $548,000 after purchasing an additional 1,068 shares during the period. Valmark Advisers Inc. lifted its holdings in shares of Schwab US Large-Cap ETF by 5.5% during the third quarter. Valmark Advisers Inc. now owns 217,543 shares of the company’s stock valued at $5,730,000 after purchasing an additional 11,416 shares during the last quarter. Pioneer Trust Bank N A OR boosted its position in shares of Schwab US Large-Cap ETF by 23.5% in the 3rd quarter. Pioneer Trust Bank N A OR now owns 22,222 shares of the company’s stock worth $585,000 after purchasing an additional 4,222 shares in the last quarter. Vermillion Wealth Management Inc. grew its stake in shares of Schwab US Large-Cap ETF by 1.6% in the 3rd quarter. Vermillion Wealth Management Inc. now owns 65,730 shares of the company’s stock worth $1,731,000 after buying an additional 1,031 shares during the last quarter. Finally, Evolution Wealth Management Inc. grew its stake in shares of Schwab US Large-Cap ETF by 69.6% in the 3rd quarter. Evolution Wealth Management Inc. now owns 78,180 shares of the company’s stock worth $2,059,000 after buying an additional 32,079 shares during the last quarter.

Schwab US Large-Cap ETF Trading Up 0.6%

Shares of NYSEARCA:SCHX opened at $27.42 on Friday. The stock has a fifty day simple moving average of $26.85 and a two-hundred day simple moving average of $26.04. The stock has a market capitalization of $64.58 billion, a price-to-earnings 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 $27.46.

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.