Schwab US Large-Cap ETF $SCHX is Steele Capital Management Inc.’s 7th Largest Position
by Amy Steele · The Cerbat GemSteele Capital Management Inc. cut its position in shares of Schwab US Large-Cap ETF (NYSEARCA:SCHX – Free Report) by 0.5% in the 3rd quarter, according to the company in its most recent disclosure with the SEC. The fund owned 3,915,580 shares of the company’s stock after selling 21,122 shares during the quarter. Schwab US Large-Cap ETF accounts for 4.6% of Steele Capital Management Inc.’s investment portfolio, making the stock its 7th biggest holding. Steele Capital Management Inc.’s holdings in Schwab US Large-Cap ETF were worth $103,242,000 at the end of the most recent quarter.
Other large investors also recently bought and sold shares of the company. Sei Investments Co. increased its position in shares of Schwab US Large-Cap ETF by 3.4% in the second quarter. Sei Investments Co. now owns 35,969,139 shares of the company’s stock valued at $879,088,000 after buying an additional 1,194,355 shares in the last quarter. HBK Sorce Advisory LLC grew its stake in Schwab US Large-Cap ETF by 5.3% in the 3rd quarter. HBK Sorce Advisory LLC now owns 35,294,611 shares of the company’s stock valued at $940,954,000 after acquiring an additional 1,768,344 shares during the last quarter. Northwestern Mutual Wealth Management Co. increased its holdings in Schwab US Large-Cap ETF by 13.7% during the 2nd quarter. Northwestern Mutual Wealth Management Co. now owns 27,821,337 shares of the company’s stock valued at $679,953,000 after acquiring an additional 3,342,325 shares in the last quarter. Wealth Enhancement Advisory Services LLC increased its holdings in Schwab US Large-Cap ETF by 17.7% during the 2nd quarter. Wealth Enhancement Advisory Services LLC now owns 19,566,506 shares of the company’s stock valued at $484,662,000 after acquiring an additional 2,942,434 shares in the last quarter. Finally, Cerity Partners LLC raised its position in Schwab US Large-Cap ETF by 0.7% during the third quarter. Cerity Partners LLC now owns 18,864,225 shares of the company’s stock worth $496,884,000 after acquiring an additional 133,206 shares during the last quarter.
Schwab US Large-Cap ETF Price Performance
Shares of NYSEARCA SCHX opened at $27.42 on Friday. The firm’s 50-day moving average is $26.85 and its two-hundred day moving average is $26.04. The company has a market capitalization of $64.58 billion, a PE ratio of 25.66 and a beta of 1.01. Schwab US Large-Cap ETF has a 12-month low of $19.00 and a 12-month high of $27.46.
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.
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