R. W. Roge & Company Inc. Cuts Stake in Schwab US Large-Cap ETF $SCHX

R. W. Roge & Company Inc. cut its position in Schwab US Large-Cap ETF (NYSEARCA:SCHX) by 8.1% in the 1st quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The firm owned 369,994 shares of the company’s stock after selling 32,410 shares during the period. Schwab US Large-Cap ETF accounts for approximately 4.5% of R. W. Roge & Company Inc.’s investment portfolio, making the stock its 6th biggest holding. R. W. Roge & Company Inc.’s holdings in Schwab US Large-Cap ETF were worth $9,486,000 at the end of the most recent reporting period.

A number of other hedge funds and other institutional investors have also added to or reduced their stakes in the company. Clayton Financial Group LLC lifted its position in shares of Schwab US Large-Cap ETF by 154.6% during the 4th quarter. Clayton Financial Group LLC now owns 49,587 shares of the company’s stock worth $1,334,000 after buying an additional 30,112 shares in the last quarter. GEN Financial Management INC. boosted its stake in shares of Schwab US Large-Cap ETF by 24.5% in the 4th quarter. GEN Financial Management INC. now owns 895,830 shares of the company’s stock worth $24,107,000 after buying an additional 176,498 shares during the last quarter. Farther Finance Advisors LLC grew its holdings in shares of Schwab US Large-Cap ETF by 37.4% in the fourth quarter. Farther Finance Advisors LLC now owns 3,972,127 shares of the company’s stock valued at $106,890,000 after acquiring an additional 1,081,148 shares in the last quarter. Rede Wealth LLC purchased a new stake in shares of Schwab US Large-Cap ETF during the fourth quarter valued at approximately $855,000. Finally, Steele Capital Management Inc. increased its position in shares of Schwab US Large-Cap ETF by 1.8% during the fourth quarter. Steele Capital Management Inc. now owns 3,985,073 shares of the company’s stock valued at $107,238,000 after acquiring an additional 69,493 shares during the last quarter.

Schwab US Large-Cap ETF Stock Up 0.4%

Schwab US Large-Cap ETF stock traded up $0.11 during mid-day trading on Friday, reaching $29.74. 9,821,637 shares of the company’s stock were exchanged, compared to its average volume of 18,987,023. The business’s fifty day simple moving average is $29.26 and its 200 day simple moving average is $27.76. The firm has a market capitalization of $72.75 billion, a PE ratio of 25.66 and a beta of 1.00. Schwab US Large-Cap ETF has a one year low of $24.47 and a one year high of $29.95.

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.