Schwab US Large-Cap ETF $SCHX Shares Sold by Waverly Advisors LLC

by · The Cerbat Gem

Waverly Advisors LLC lessened its position in Schwab US Large-Cap ETF (NYSEARCA:SCHX – Free Report) by 2.3% during the second quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The firm owned 1,467,168 shares of the company’s stock after selling 34,243 shares during the period. Waverly Advisors LLC owned approximately 0.06% of Schwab US Large-Cap ETF worth $43,179,000 at the end of the most recent reporting period.

Several other hedge funds have also recently bought and sold shares of the company. Corient Private Wealth LLC increased its position in Schwab US Large-Cap ETF by 163.9% in the 2nd quarter. Corient Private Wealth LLC now owns 12,518,206 shares of the company’s stock valued at $306,087,000 after acquiring an additional 7,775,179 shares during the period. EP Wealth Advisors LLC acquired a new position in shares of Schwab US Large-Cap ETF during the fourth quarter valued at $86,562,000. Financial Solutions Advisory Group Inc. bought a new position in Schwab US Large-Cap ETF in the 1st quarter valued at about $70,778,000. Scarborough Advisors LLC acquired a new position in shares of Schwab US Large-Cap ETF in the 1st quarter worth approximately $60,491,000. Finally, Fund Evaluation Group LLC increased its holdings in shares of Schwab US Large-Cap ETF by 32.4% in the fourth quarter. Fund Evaluation Group LLC now owns 9,492,565 shares of the company’s stock valued at $255,445,000 after buying an additional 2,325,216 shares in the last quarter.

Schwab US Large-Cap ETF Stock Down 0.6%

Shares of NYSEARCA SCHX traded down $0.17 during mid-day trading on Tuesday, hitting $30.19. 8,168,465 shares of the company traded hands, compared to its average volume of 16,285,109. The business has a 50 day moving average of $29.88 and a two-hundred day moving average of $28.56. The stock has a market capitalization of $73.65 billion, a price-to-earnings ratio of 25.66 and a beta of 1.00. Schwab US Large-Cap ETF has a 1 year low of $24.81 and a 1 year high of $30.77.

Schwab US Large-Cap ETF Company Profile

(Free Report)

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.

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