Montis Financial LLC Has $5.68 Million Stock Holdings in Schwab US Large-Cap ETF $SCHX

Montis Financial LLC reduced its position in shares of Schwab US Large-Cap ETF (NYSEARCA:SCHX) by 11.6% during the 3rd quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The fund owned 215,796 shares of the company’s stock after selling 28,312 shares during the period. Schwab US Large-Cap ETF comprises 1.3% of Montis Financial LLC’s investment portfolio, making the stock its 20th largest holding. Montis Financial LLC’s holdings in Schwab US Large-Cap ETF were worth $5,684,000 at the end of the most recent quarter.

Several other institutional investors and hedge funds also recently made changes to their positions in SCHX. Crews Bank & Trust bought a new stake in Schwab US Large-Cap ETF during the 2nd quarter worth approximately $26,000. DiNuzzo Private Wealth Inc. grew its stake in shares of Schwab US Large-Cap ETF by 61.2% in the third quarter. DiNuzzo Private Wealth Inc. now owns 1,093 shares of the company’s stock worth $28,000 after purchasing an additional 415 shares during the last quarter. S.A. Mason LLC bought a new stake in shares of Schwab US Large-Cap ETF in the second quarter worth $29,000. Moser Wealth Advisors LLC acquired a new stake in Schwab US Large-Cap ETF in the second quarter valued at $32,000. Finally, Mid American Wealth Advisory Group Inc. bought a new position in Schwab US Large-Cap ETF during the 2nd quarter worth $33,000.

Schwab US Large-Cap ETF Stock Performance

Shares of NYSEARCA SCHX opened at $27.37 on Friday. The company has a market capitalization of $64.51 billion, a P/E ratio of 25.66 and a beta of 1.01. The company’s 50 day moving average price is $26.90 and its 200-day moving average price is $26.13. Schwab US Large-Cap ETF has a 52-week low of $19.00 and a 52-week high of $27.50.

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.