Berkeley Inc Decreases Holdings in Schwab US Large-Cap ETF $SCHX

Berkeley Inc trimmed its stake in shares of Schwab US Large-Cap ETF (NYSEARCA:SCHX) by 18.9% during the 4th quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The institutional investor owned 162,225 shares of the company’s stock after selling 37,794 shares during the period. Schwab US Large-Cap ETF accounts for 1.4% of Berkeley Inc’s holdings, making the stock its 28th biggest position. Berkeley Inc’s holdings in Schwab US Large-Cap ETF were worth $4,365,000 as of its most recent filing with the Securities & Exchange Commission.

Several other hedge funds and other institutional investors have also recently modified their holdings of SCHX. Measured Wealth Private Client Group LLC purchased a new position in shares of Schwab US Large-Cap ETF in the third quarter worth about $26,000. DiNuzzo Private Wealth Inc. lifted its stake in shares of Schwab US Large-Cap ETF by 61.2% in the third quarter. DiNuzzo Private Wealth Inc. now owns 1,093 shares of the company’s stock worth $28,000 after buying an additional 415 shares in the last quarter. Optima Capital LLC purchased a new position in shares of Schwab US Large-Cap ETF in the fourth quarter worth about $29,000. Ransom Advisory Ltd purchased a new position in shares of Schwab US Large-Cap ETF in the fourth quarter worth about $40,000. Finally, First Command Advisory Services Inc. purchased a new position in shares of Schwab US Large-Cap ETF in the third quarter worth about $43,000.

Schwab US Large-Cap ETF Trading Up 0.2%

NYSEARCA:SCHX opened at $27.65 on Friday. Schwab US Large-Cap ETF has a twelve month low of $20.07 and a twelve month high of $27.70. The company has a market cap of $66.46 billion, a P/E ratio of 25.66 and a beta of 1.01. The company’s 50-day moving average price is $26.58 and its 200-day moving average price is $26.75.

Schwab US Large-Cap ETF Company 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.