Capital & Planning LLC Cuts Stock Position in Schwab US Large-Cap ETF (NYSEARCA:SCHX)

Capital & Planning LLC reduced its stake in shares of Schwab US Large-Cap ETF (NYSEARCA:SCHX) by 53.1% during the first quarter, Holdings Channel reports. The firm owned 14,625 shares of the company’s stock after selling 16,553 shares during the quarter. Capital & Planning LLC’s holdings in Schwab US Large-Cap ETF were worth $323,000 at the end of the most recent quarter.

A number of other hedge funds have also added to or reduced their stakes in the stock. Sei Investments Co. boosted its stake in Schwab US Large-Cap ETF by 184.7% in the 4th quarter. Sei Investments Co. now owns 35,164,430 shares of the company’s stock worth $815,114,000 after purchasing an additional 22,812,367 shares in the last quarter. HBK Sorce Advisory LLC grew its holdings in Schwab US Large-Cap ETF by 2.8% during the 1st quarter. HBK Sorce Advisory LLC now owns 33,030,817 shares of the company’s stock valued at $729,320,000 after buying an additional 890,971 shares in the last quarter. Sage Financial Group Inc. grew its holdings in Schwab US Large-Cap ETF by 1.9% during the 1st quarter. Sage Financial Group Inc. now owns 25,345,106 shares of the company’s stock valued at $559,620,000 after buying an additional 479,820 shares in the last quarter. Cerity Partners LLC grew its holdings in Schwab US Large-Cap ETF by 196.9% during the 4th quarter. Cerity Partners LLC now owns 18,460,760 shares of the company’s stock valued at $428,582,000 after buying an additional 12,242,859 shares in the last quarter. Finally, Wealth Enhancement Advisory Services LLC grew its holdings in Schwab US Large-Cap ETF by 210.5% during the 4th quarter. Wealth Enhancement Advisory Services LLC now owns 17,473,484 shares of the company’s stock valued at $405,035,000 after buying an additional 11,845,657 shares in the last quarter.

Schwab US Large-Cap ETF Price Performance

Shares of SCHX opened at $24.77 on Friday. Schwab US Large-Cap ETF has a 1 year low of $19.00 and a 1 year high of $24.80. The company has a 50 day simple moving average of $23.38 and a two-hundred day simple moving average of $23.00. The firm has a market cap of $56.61 billion, a P/E ratio of 25.15 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.