Embree Financial Group Has $38.44 Million Stock Holdings in Schwab US Large-Cap ETF $SCHX

Embree Financial Group cut its stake in Schwab US Large-Cap ETF (NYSEARCA:SCHX) by 10.7% in the 4th quarter, according to its most recent disclosure with the SEC. The institutional investor owned 1,428,282 shares of the company’s stock after selling 171,191 shares during the period. Schwab US Large-Cap ETF comprises approximately 4.7% of Embree Financial Group’s portfolio, making the stock its 3rd largest position. Embree Financial Group owned about 0.06% of Schwab US Large-Cap ETF worth $38,435,000 as of its most recent filing with the SEC.

A number of other institutional investors have also added to or reduced their stakes in SCHX. Measured Wealth Private Client Group LLC purchased a new stake in Schwab US Large-Cap ETF during the third quarter valued at about $26,000. DiNuzzo Private Wealth Inc. boosted its holdings in shares of 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 bought a new position in shares of Schwab US Large-Cap ETF during the 4th quarter valued at about $40,000. First Command Advisory Services Inc. bought a new position in shares of Schwab US Large-Cap ETF during the 3rd quarter valued at about $43,000. Finally, Manning & Napier Advisors LLC raised its holdings in shares of Schwab US Large-Cap ETF by 31.4% during the 3rd quarter. Manning & Napier Advisors LLC now owns 1,693 shares of the company’s stock valued at $45,000 after buying an additional 405 shares in the last quarter.

Schwab US Large-Cap ETF Price Performance

NYSEARCA:SCHX opened at $25.01 on Monday. The business has a 50 day moving average of $26.79 and a 200 day moving average of $26.74. The company has a market capitalization of $59.12 billion, a price-to-earnings ratio of 25.66 and a beta of 1.01. Schwab US Large-Cap ETF has a 1-year low of $19.00 and a 1-year high of $27.54.

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.