Exencial Wealth Advisors LLC Has $3.81 Million Holdings in Schwab US Large-Cap ETF $SCHX

Exencial Wealth Advisors LLC lessened its stake in shares of Schwab US Large-Cap ETF (NYSEARCA:SCHX) by 13.0% during the 4th quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The firm owned 141,719 shares of the company’s stock after selling 21,259 shares during the period. Exencial Wealth Advisors LLC’s holdings in Schwab US Large-Cap ETF were worth $3,814,000 at the end of the most recent reporting period.

Several other institutional investors and hedge funds have also recently bought and sold shares of the stock. Moneta Group Investment Advisors LLC raised its holdings in Schwab US Large-Cap ETF by 5.5% during the 3rd quarter. Moneta Group Investment Advisors LLC now owns 34,779,046 shares of the company’s stock worth $916,080,000 after buying an additional 1,808,743 shares during the period. Northwestern Mutual Wealth Management Co. raised its holdings in Schwab US Large-Cap ETF by 5.8% during the 3rd quarter. Northwestern Mutual Wealth Management Co. now owns 29,438,303 shares of the company’s stock worth $775,405,000 after buying an additional 1,616,966 shares during the period. Sage Financial Group Inc. raised its holdings in Schwab US Large-Cap ETF by 0.8% during the 3rd quarter. Sage Financial Group Inc. now owns 25,009,642 shares of the company’s stock worth $658,754,000 after buying an additional 199,289 shares during the period. Cerity Partners LLC raised its holdings in Schwab US Large-Cap ETF by 0.7% during the 3rd quarter. Cerity Partners LLC now owns 18,864,225 shares of the company’s stock worth $496,884,000 after buying an additional 133,206 shares during the period. Finally, Captrust Financial Advisors raised its holdings in Schwab US Large-Cap ETF by 1.5% during the 3rd quarter. Captrust Financial Advisors now owns 18,482,949 shares of the company’s stock worth $486,841,000 after buying an additional 272,099 shares during the period.

Schwab US Large-Cap ETF Trading Down 0.5%

NYSEARCA SCHX opened at $28.03 on Wednesday. Schwab US Large-Cap ETF has a 1 year low of $21.40 and a 1 year high of $28.19. The stock’s 50-day moving average price is $26.72 and its two-hundred day moving average price is $26.85. The company has a market cap of $67.56 billion, a PE ratio of 25.66 and a beta of 1.01.

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.