Ashford Advisors LLC Sells 56,542 Shares of Schwab US Large-Cap ETF $SCHX

Ashford Advisors LLC reduced its position in shares of Schwab US Large-Cap ETF (NYSEARCA:SCHX) by 4.0% in the 3rd quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The fund owned 1,364,627 shares of the company’s stock after selling 56,542 shares during the period. Schwab US Large-Cap ETF comprises approximately 8.0% of Ashford Advisors LLC’s portfolio, making the stock its 4th largest position. Ashford Advisors LLC owned approximately 0.06% of Schwab US Large-Cap ETF worth $35,944,000 at the end of the most recent quarter.

Several other institutional investors and hedge funds have also made changes to their positions in SCHX. Corient Private Wealth LLC raised its position in shares of Schwab US Large-Cap ETF by 163.9% during the 2nd quarter. Corient Private Wealth LLC now owns 12,518,206 shares of the company’s stock worth $306,087,000 after acquiring an additional 7,775,179 shares in the last quarter. Vantagepoint Investment Advisers LLC purchased a new stake in shares of Schwab US Large-Cap ETF during the 3rd quarter worth approximately $199,988,000. Betterment LLC boosted its holdings in shares of Schwab US Large-Cap ETF by 41.8% in the 2nd quarter. Betterment LLC now owns 18,749,171 shares of the company’s stock valued at $458,230,000 after buying an additional 5,524,085 shares in the last quarter. Northwestern Mutual Wealth Management Co. grew its position in shares of Schwab US Large-Cap ETF by 13.7% in the 2nd quarter. Northwestern Mutual Wealth Management Co. now owns 27,821,337 shares of the company’s stock valued at $679,953,000 after buying an additional 3,342,325 shares during the last quarter. Finally, EP Wealth Advisors LLC grew its holdings in shares of Schwab US Large-Cap ETF by 976.1% during the second quarter. EP Wealth Advisors LLC now owns 3,142,472 shares of the company’s stock worth $76,802,000 after purchasing an additional 2,850,436 shares during the last quarter.

Schwab US Large-Cap ETF Stock Performance

SCHX opened at $27.46 on Wednesday. Schwab US Large-Cap ETF has a one year low of $19.00 and a one year high of $27.50. The stock has a market capitalization of $64.86 billion, a P/E ratio of 25.66 and a beta of 1.01. The business’s 50-day simple moving average is $27.00 and its 200-day simple moving average is $26.30.

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.