Mission Wealth Management LP Reduces Holdings in Schwab US Large-Cap ETF $SCHX

Mission Wealth Management LP decreased its holdings in shares of Schwab US Large-Cap ETF (NYSEARCA:SCHX) by 14.4% during the fourth quarter, according to its most recent disclosure with the SEC. The fund owned 426,374 shares of the company’s stock after selling 71,515 shares during the period. Mission Wealth Management LP’s holdings in Schwab US Large-Cap ETF were worth $11,474,000 at the end of the most recent quarter.

A number of other large investors have also modified their holdings of the business. Soltis Investment Advisors LLC grew its stake in shares of Schwab US Large-Cap ETF by 4.0% during the fourth quarter. Soltis Investment Advisors LLC now owns 12,242 shares of the company’s stock worth $329,000 after acquiring an additional 466 shares during the last quarter. Millennium Capital Advisors LLC purchased a new stake in shares of Schwab US Large-Cap ETF during the fourth quarter worth about $1,655,000. Cambridge Investment Research Advisors Inc. grew its stake in shares of Schwab US Large-Cap ETF by 0.5% during the fourth quarter. Cambridge Investment Research Advisors Inc. now owns 2,729,048 shares of the company’s stock worth $73,439,000 after acquiring an additional 12,404 shares during the last quarter. Lawood & Co. purchased a new stake in shares of Schwab US Large-Cap ETF during the fourth quarter worth about $210,000. Finally, Stephens Inc. AR grew its stake in shares of Schwab US Large-Cap ETF by 48.8% during the fourth quarter. Stephens Inc. AR now owns 12,285 shares of the company’s stock worth $331,000 after acquiring an additional 4,029 shares during the last quarter.

Schwab US Large-Cap ETF Stock Performance

Shares of SCHX stock opened at $29.04 on Monday. Schwab US Large-Cap ETF has a fifty-two week low of $21.81 and a fifty-two week high of $29.46. The firm has a market capitalization of $70.03 billion, a price-to-earnings ratio of 25.66 and a beta of 1.01. The stock’s 50-day simple moving average is $27.11 and its 200-day simple moving average is $27.03.

About Schwab US Large-Cap ETF

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.