Schwab US Large-Cap ETF $SCHX Holdings Raised by Sims Investment Management LLC

Sims Investment Management LLC grew its stake in Schwab US Large-Cap ETF (NYSEARCA:SCHX) by 2.6% in the 3rd quarter, according to its most recent filing with the SEC. The firm owned 3,363,369 shares of the company’s stock after buying an additional 83,888 shares during the quarter. Schwab US Large-Cap ETF accounts for approximately 32.1% of Sims Investment Management LLC’s portfolio, making the stock its biggest position. Sims Investment Management LLC owned approximately 0.15% of Schwab US Large-Cap ETF worth $88,591,000 at the end of the most recent reporting period.

A number of other institutional investors and hedge funds have also made changes to their positions in the stock. Sei Investments Co. lifted its stake 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 acquiring an additional 1,194,355 shares during the last quarter. HBK Sorce Advisory LLC raised its holdings in shares of Schwab US Large-Cap ETF by 5.3% in the 3rd quarter. HBK Sorce Advisory LLC now owns 35,294,611 shares of the company’s stock valued at $940,954,000 after purchasing an additional 1,768,344 shares in the last quarter. Northwestern Mutual Wealth Management Co. raised its holdings in shares of Schwab US Large-Cap ETF by 13.7% in the 2nd quarter. Northwestern Mutual Wealth Management Co. now owns 27,821,337 shares of the company’s stock valued at $679,953,000 after purchasing an additional 3,342,325 shares in the last quarter. Wealth Enhancement Advisory Services LLC lifted its position in shares of Schwab US Large-Cap ETF by 17.7% during the 2nd quarter. Wealth Enhancement Advisory Services LLC now owns 19,566,506 shares of the company’s stock worth $484,662,000 after purchasing an additional 2,942,434 shares during the last quarter. Finally, Betterment LLC grew its stake 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 in the last quarter.

Schwab US Large-Cap ETF Price Performance

NYSEARCA:SCHX opened at $26.97 on Friday. Schwab US Large-Cap ETF has a 12 month low of $19.00 and a 12 month high of $27.30. The firm has a market capitalization of $62.63 billion, a PE ratio of 25.66 and a beta of 1.01. The business’s fifty day moving average price is $26.83 and its 200 day moving average price is $25.93.

Schwab US Large-Cap ETF 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.