Schwab US Large-Cap ETF $SCHX Shares Sold by Wealthcare Capital Management LLC
by Amy Steele · The Cerbat GemWealthcare Capital Management LLC cut its holdings in shares of Schwab US Large-Cap ETF (NYSEARCA:SCHX – Free Report) by 81.6% during the fourth quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The firm owned 8,402 shares of the company’s stock after selling 37,323 shares during the period. Wealthcare Capital Management LLC’s holdings in Schwab US Large-Cap ETF were worth $226,000 as of its most recent SEC filing.
Other hedge funds have also made changes to their positions in the company. Brighton Jones LLC grew its holdings in shares of Schwab US Large-Cap ETF by 198.5% in the fourth quarter. Brighton Jones LLC now owns 211,330 shares of the company’s stock valued at $4,899,000 after purchasing an additional 140,539 shares in the last quarter. Russell Investments Group Ltd. lifted its holdings in Schwab US Large-Cap ETF by 33.3% during the 2nd quarter. Russell Investments Group Ltd. now owns 62,112 shares of the company’s stock worth $1,518,000 after buying an additional 15,522 shares in the last quarter. Edgestream Partners L.P. purchased a new position in Schwab US Large-Cap ETF in the 2nd quarter valued at approximately $652,000. Trek Financial LLC grew its stake in shares of Schwab US Large-Cap ETF by 10.6% in the second quarter. Trek Financial LLC now owns 19,762 shares of the company’s stock worth $483,000 after acquiring an additional 1,895 shares in the last quarter. Finally, First Trust Advisors LP acquired a new position in shares of Schwab US Large-Cap ETF in the second quarter worth $633,000.
Schwab US Large-Cap ETF Stock Performance
Schwab US Large-Cap ETF stock opened at $25.86 on Friday. 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 $26.64 and its 200-day simple moving average is $26.72. The firm has a market capitalization of $61.95 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.