FIDELIS iM LLC Cuts Position in Schwab US Large-Cap ETF $SCHX

FIDELIS iM LLC decreased its stake in Schwab US Large-Cap ETF (NYSEARCA:SCHX) by 89.0% in the 3rd quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 149,287 shares of the company’s stock after selling 1,201,819 shares during the period. Schwab US Large-Cap ETF accounts for approximately 2.6% of FIDELIS iM LLC’s holdings, making the stock its 9th largest position. FIDELIS iM LLC’s holdings in Schwab US Large-Cap ETF were worth $3,932,000 as of its most recent SEC filing.

A number of other institutional investors and hedge funds also recently modified their holdings of the company. Crews Bank & Trust bought a new position in Schwab US Large-Cap ETF during the 2nd quarter worth $26,000. DiNuzzo Private Wealth Inc. raised its stake in Schwab US Large-Cap ETF by 61.2% during the third quarter. DiNuzzo Private Wealth Inc. now owns 1,093 shares of the company’s stock worth $28,000 after acquiring an additional 415 shares in the last quarter. Moser Wealth Advisors LLC acquired a new stake in Schwab US Large-Cap ETF in the second quarter valued at approximately $32,000. Mid American Wealth Advisory Group Inc. bought a new position in shares of Schwab US Large-Cap ETF in the 2nd quarter valued at $33,000. Finally, Concord Wealth Partners acquired a new position in shares of Schwab US Large-Cap ETF in the second quarter valued at approximately $41,000.

Schwab US Large-Cap ETF Stock Performance

Schwab US Large-Cap ETF stock opened at $27.22 on Monday. The firm has a market cap of $64.29 billion, a price-to-earnings ratio of 25.66 and a beta of 1.01. Schwab US Large-Cap ETF has a 52-week low of $19.00 and a 52-week high of $27.50. The firm has a 50 day moving average price of $26.95 and a two-hundred day moving average price of $26.26.

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. 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.