Schwab US Large-Cap ETF $SCHX Position Boosted by Valeo Financial Advisors LLC

Valeo Financial Advisors LLC lifted its holdings in Schwab US Large-Cap ETF (NYSEARCA:SCHXFree Report) by 72.9% during the 3rd quarter, HoldingsChannel.com reports. The firm owned 197,824 shares of the company’s stock after acquiring an additional 83,423 shares during the quarter. Valeo Financial Advisors LLC’s holdings in Schwab US Large-Cap ETF were worth $5,211,000 at the end of the most recent reporting period.

Other institutional investors and hedge funds have also added to or reduced their stakes in the company. Sei Investments Co. grew its position in 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 worth $879,088,000 after buying an additional 1,194,355 shares during the last quarter. HBK Sorce Advisory LLC boosted its stake in shares of Schwab US Large-Cap ETF by 5.3% during the 3rd quarter. HBK Sorce Advisory LLC now owns 35,294,611 shares of the company’s stock worth $940,954,000 after acquiring an additional 1,768,344 shares in the last quarter. Northwestern Mutual Wealth Management Co. boosted its stake in shares of 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 worth $679,953,000 after acquiring an additional 3,342,325 shares in the last quarter. Cerity Partners LLC grew its holdings in shares of Schwab US Large-Cap ETF by 0.7% in the 3rd 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. Finally, Betterment LLC raised its position in shares of Schwab US Large-Cap ETF by 41.8% during the second quarter. Betterment LLC now owns 18,749,171 shares of the company’s stock worth $458,230,000 after purchasing an additional 5,524,085 shares during the period.

Schwab US Large-Cap ETF Stock Up 0.4%

Shares of NYSEARCA SCHX opened at $27.46 on Wednesday. Schwab US Large-Cap ETF has a 12 month low of $19.00 and a 12 month high of $27.50. The company has a market cap of $64.86 billion, a price-to-earnings ratio of 25.66 and a beta of 1.01. The business has a fifty day simple moving average of $27.00 and a 200-day simple moving average of $26.30.

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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Institutional Ownership by Quarter for Schwab US Large-Cap ETF (NYSEARCA:SCHX)

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