Evermay Wealth Management LLC Sells 44,087 Shares of Schwab US Large-Cap ETF $SCHX

Evermay Wealth Management LLC reduced its position in shares of Schwab US Large-Cap ETF (NYSEARCA:SCHX) by 1.0% during the fourth quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The firm owned 4,435,795 shares of the company’s stock after selling 44,087 shares during the period. Schwab US Large-Cap ETF makes up about 13.4% of Evermay Wealth Management LLC’s investment portfolio, making the stock its 2nd largest position. Evermay Wealth Management LLC owned approximately 0.19% of Schwab US Large-Cap ETF worth $119,367,000 at the end of the most recent quarter.

A number of other hedge funds have also recently bought and sold shares of SCHX. Measured Wealth Private Client Group LLC acquired a new position in Schwab US Large-Cap ETF during the third quarter worth about $26,000. DiNuzzo Private Wealth Inc. increased its stake in Schwab US Large-Cap ETF by 61.2% in the 3rd quarter. DiNuzzo Private Wealth Inc. now owns 1,093 shares of the company’s stock worth $28,000 after purchasing an additional 415 shares in the last quarter. Ransom Advisory Ltd purchased a new position in Schwab US Large-Cap ETF in the 4th quarter worth about $40,000. First Command Advisory Services Inc. purchased a new position in Schwab US Large-Cap ETF in the 3rd quarter worth about $43,000. Finally, Manning & Napier Advisors LLC increased its stake in Schwab US Large-Cap ETF by 31.4% in the 3rd quarter. Manning & Napier Advisors LLC now owns 1,693 shares of the company’s stock worth $45,000 after purchasing an additional 405 shares in the last quarter.

Schwab US Large-Cap ETF Trading Up 2.5%

Shares of SCHX opened at $26.65 on Thursday. The business’s 50-day moving average price is $26.57 and its 200 day moving average price is $26.72. The stock has a market capitalization of $63.86 billion, a P/E ratio of 25.66 and a beta of 1.01. Schwab US Large-Cap ETF has a 1-year low of $19.44 and a 1-year high of $27.54.

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.