Schwab US Large-Cap ETF $SCHX Shares Sold by Legacy Wealth Management LLC

Legacy Wealth Management LLC cut its stake in Schwab US Large-Cap ETF (NYSEARCA:SCHX) by 5.5% in the 2nd quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 2,158,489 shares of the company’s stock after selling 124,960 shares during the period. Schwab US Large-Cap ETF makes up approximately 3.3% of Legacy Wealth Management LLC’s investment portfolio, making the stock its 9th biggest position. Legacy Wealth Management LLC owned approximately 0.09% of Schwab US Large-Cap ETF worth $63,524,000 at the end of the most recent reporting period.

Several other institutional investors and hedge funds have also made changes to their positions in SCHX. IFC & Insurance Marketing Inc. acquired a new stake in Schwab US Large-Cap ETF in the fourth quarter worth approximately $25,000. Measured Wealth Private Client Group LLC acquired a new position in shares of Schwab US Large-Cap ETF during the 3rd quarter valued at $26,000. Optima Capital LLC acquired a new position in shares of Schwab US Large-Cap ETF during the 4th quarter valued at $29,000. Tidemark LLC increased its position in shares of Schwab US Large-Cap ETF by 474.3% during the 4th quarter. Tidemark LLC now owns 1,275 shares of the company’s stock valued at $34,000 after purchasing an additional 1,053 shares during the period. Finally, Signature Resources Capital Management LLC raised its stake in shares of Schwab US Large-Cap ETF by 510.5% in the 1st quarter. Signature Resources Capital Management LLC now owns 1,337 shares of the company’s stock worth $34,000 after buying an additional 1,118 shares in the last quarter.

Schwab US Large-Cap ETF Price Performance

Shares of Schwab US Large-Cap ETF stock opened at $30.52 on Monday. The firm has a market cap of $74.46 billion, a price-to-earnings ratio of 25.66 and a beta of 1.00. The business has a fifty day simple moving average of $29.44 and a 200-day simple moving average of $28.09. Schwab US Large-Cap ETF has a fifty-two week low of $24.81 and a fifty-two week high of $30.63.

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.