Milestone Investment Advisors LLC Sells 43,680 Shares of Schwab US Large-Cap ETF $SCHX

Milestone Investment Advisors LLC reduced its stake in Schwab US Large-Cap ETF (NYSEARCA:SCHX) by 4.0% during the 2nd quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The institutional investor owned 1,036,958 shares of the company’s stock after selling 43,680 shares during the quarter. Schwab US Large-Cap ETF comprises approximately 6.6% of Milestone Investment Advisors LLC’s portfolio, making the stock its 3rd biggest holding. Milestone Investment Advisors LLC’s holdings in Schwab US Large-Cap ETF were worth $25,343,000 as of its most recent filing with the Securities & Exchange Commission.

Several other hedge funds and other institutional investors have also recently bought and sold shares of SCHX. CM Wealth Advisors LLC increased its stake in Schwab US Large-Cap ETF by 1.3% in the second quarter. CM Wealth Advisors LLC now owns 32,538 shares of the company’s stock valued at $795,000 after purchasing an additional 414 shares during the last quarter. Dumont & Blake Investment Advisors LLC grew its holdings in Schwab US Large-Cap ETF by 3.4% in the 2nd quarter. Dumont & Blake Investment Advisors LLC now owns 13,043 shares of the company’s stock valued at $319,000 after buying an additional 433 shares during the period. Asset Management Group Inc. increased its stake in shares of Schwab US Large-Cap ETF by 0.3% during the 1st quarter. Asset Management Group Inc. now owns 175,006 shares of the company’s stock valued at $3,864,000 after acquiring an additional 452 shares during the last quarter. Bryn Mawr Trust Advisors LLC lifted its holdings in shares of Schwab US Large-Cap ETF by 0.6% during the 2nd quarter. Bryn Mawr Trust Advisors LLC now owns 82,388 shares of the company’s stock worth $2,014,000 after acquiring an additional 453 shares during the period. Finally, Westbourne Investments Inc. grew its stake in shares of Schwab US Large-Cap ETF by 0.7% during the 2nd quarter. Westbourne Investments Inc. now owns 69,563 shares of the company’s stock valued at $1,700,000 after buying an additional 455 shares during the period.

Schwab US Large-Cap ETF Price Performance

Shares of SCHX opened at $27.05 on Friday. Schwab US Large-Cap ETF has a 12 month low of $19.00 and a 12 month high of $27.27. The stock’s 50-day moving average is $26.58 and its two-hundred day moving average is $25.41. The stock has a market cap of $62.81 billion, a PE 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.