Brass Tax Wealth Management Inc. Has $394,000 Position in Schwab US Large-Cap ETF $SCHX

Brass Tax Wealth Management Inc. cut its stake in shares of Schwab US Large-Cap ETF (NYSEARCA:SCHX) by 97.1% during the 3rd quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The fund owned 14,964 shares of the company’s stock after selling 505,922 shares during the quarter. Brass Tax Wealth Management Inc.’s holdings in Schwab US Large-Cap ETF were worth $394,000 as of its most recent filing with the Securities and Exchange Commission.

A number of other institutional investors have also added to or reduced their stakes in the stock. Independent Advisor Alliance grew its stake in shares of Schwab US Large-Cap ETF by 1.1% during the third quarter. Independent Advisor Alliance now owns 35,309 shares of the company’s stock worth $930,000 after buying an additional 392 shares during the last quarter. Snowden Capital Advisors LLC lifted its stake in shares of Schwab US Large-Cap ETF by 3.3% in the 2nd quarter. Snowden Capital Advisors LLC now owns 12,522 shares of the company’s stock valued at $306,000 after acquiring an additional 402 shares during the last quarter. Manning & Napier Advisors LLC lifted its stake in shares of 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 valued at $45,000 after acquiring an additional 405 shares during the last quarter. DiNuzzo Private Wealth Inc. boosted its holdings in shares of Schwab US Large-Cap ETF by 61.2% during the 3rd quarter. DiNuzzo Private Wealth Inc. now owns 1,093 shares of the company’s stock valued at $28,000 after acquiring an additional 415 shares in the last quarter. Finally, Compass Financial Group INC SD boosted its holdings in shares of Schwab US Large-Cap ETF by 0.4% during the 3rd quarter. Compass Financial Group INC SD now owns 99,857 shares of the company’s stock valued at $2,630,000 after acquiring an additional 417 shares in the last quarter.

Schwab US Large-Cap ETF Stock Down 0.6%

Shares of SCHX stock opened at $26.10 on Monday. Schwab US Large-Cap ETF has a twelve month low of $19.00 and a twelve month high of $27.54. The stock’s fifty day simple moving average is $27.09 and its 200 day simple moving average is $26.73. The firm has a market capitalization of $61.70 billion, a P/E 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.