Schwab US Large-Cap ETF $SCHX Shares Acquired by Baker Avenue Asset Management LP

Baker Avenue Asset Management LP lifted its stake in shares of Schwab US Large-Cap ETF (NYSEARCA:SCHX) by 2.8% during the third quarter, according to its most recent disclosure with the Securities and Exchange Commission. The firm owned 2,604,134 shares of the company’s stock after acquiring an additional 70,091 shares during the quarter. Schwab US Large-Cap ETF accounts for about 1.6% of Baker Avenue Asset Management LP’s portfolio, making the stock its 15th largest position. Baker Avenue Asset Management LP owned 0.11% of Schwab US Large-Cap ETF worth $68,593,000 as of its most recent filing with the Securities and Exchange Commission.

A number of other hedge funds and other institutional investors have also recently bought and sold shares of SCHX. CX Institutional increased its stake in Schwab US Large-Cap ETF by 27,108.8% in the second quarter. CX Institutional now owns 62,036 shares of the company’s stock valued at $1,516,000 after purchasing an additional 61,808 shares during the period. Bank of Montreal Can grew its holdings in shares of Schwab US Large-Cap ETF by 6.0% during the second quarter. Bank of Montreal Can now owns 202,214 shares of the company’s stock worth $4,942,000 after buying an additional 11,420 shares during the last quarter. Janney Montgomery Scott LLC increased its position in Schwab US Large-Cap ETF by 2.3% in the 2nd quarter. Janney Montgomery Scott LLC now owns 122,227 shares of the company’s stock valued at $2,987,000 after acquiring an additional 2,692 shares during the period. B. Riley Wealth Advisors Inc. purchased a new stake in Schwab US Large-Cap ETF during the 2nd quarter valued at approximately $2,266,000. Finally, Corient Private Wealth LLC lifted its position in Schwab US Large-Cap ETF by 27.6% during the 2nd quarter. Corient Private Wealth LLC now owns 6,051,561 shares of the company’s stock worth $147,900,000 after acquiring an additional 1,308,534 shares during the period.

Schwab US Large-Cap ETF Stock Performance

NYSEARCA:SCHX opened at $27.22 on Friday. Schwab US Large-Cap ETF has a 12-month low of $19.00 and a 12-month high of $27.50. The stock’s 50 day simple moving average is $26.95 and its 200-day simple moving average is $26.24. The firm has a market cap of $64.29 billion, a P/E ratio of 25.66 and a beta of 1.01.

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.