Arkadios Wealth Advisors Has $873,000 Stock Position in Schwab US Large-Cap ETF $SCHX

Arkadios Wealth Advisors reduced its stake in Schwab US Large-Cap ETF (NYSEARCA:SCHX) by 67.5% during the 3rd quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The firm owned 33,143 shares of the company’s stock after selling 68,770 shares during the quarter. Arkadios Wealth Advisors’ holdings in Schwab US Large-Cap ETF were worth $873,000 at the end of the most recent reporting period.

Other institutional investors also recently made changes to their positions in the company. Bank of Montreal Can lifted its holdings in shares of Schwab US Large-Cap ETF by 6.0% during the second quarter. Bank of Montreal Can now owns 202,214 shares of the company’s stock worth $4,942,000 after purchasing an additional 11,420 shares during the period. Janney Montgomery Scott LLC raised its position 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 worth $2,987,000 after purchasing an additional 2,692 shares during the last quarter. B. Riley Wealth Advisors Inc. bought a new position in Schwab US Large-Cap ETF during the 2nd quarter worth $2,266,000. Corient Private Wealth LLC lifted its holdings in Schwab US Large-Cap ETF by 27.6% during the 2nd 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 during the period. Finally, Edgestream Partners L.P. acquired a new position in Schwab US Large-Cap ETF during the 2nd quarter worth about $652,000.

Schwab US Large-Cap ETF Stock Performance

NYSEARCA SCHX opened at $27.22 on Monday. The firm has a market capitalization of $64.29 billion, a PE ratio of 25.66 and a beta of 1.01. The business’s 50-day moving average price is $26.95 and its two-hundred day moving average price is $26.26. Schwab US Large-Cap ETF has a 12 month low of $19.00 and a 12 month high of $27.50.

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.