U S Wealth Group LLC. Has $4.23 Million Stake in Schwab US Large-Cap ETF $SCHX

U S Wealth Group LLC. reduced its holdings in Schwab US Large-Cap ETF (NYSEARCA:SCHX) by 32.1% during the 2nd quarter, Holdings Channel reports. The institutional investor owned 143,676 shares of the company’s stock after selling 67,797 shares during the quarter. Schwab US Large-Cap ETF comprises 2.1% of U S Wealth Group LLC.’s holdings, making the stock its 15th biggest holding. U S Wealth Group LLC.’s holdings in Schwab US Large-Cap ETF were worth $4,228,000 at the end of the most recent quarter.

Several other institutional investors and hedge funds have also recently added to or reduced their stakes in the business. IFC & Insurance Marketing Inc. acquired a new position in shares of Schwab US Large-Cap ETF during the 4th quarter worth about $25,000. Trust Co. of Vermont acquired a new stake in shares of Schwab US Large-Cap ETF in the second quarter valued at about $26,000. Measured Wealth Private Client Group LLC acquired a new stake in shares of Schwab US Large-Cap ETF in the third quarter valued at about $26,000. Tidemark LLC raised its holdings in Schwab US Large-Cap ETF by 474.3% during the fourth quarter. Tidemark LLC now owns 1,275 shares of the company’s stock worth $34,000 after acquiring an additional 1,053 shares in the last quarter. Finally, Signature Resources Capital Management LLC raised its holdings in Schwab US Large-Cap ETF by 510.5% during the first quarter. Signature Resources Capital Management LLC now owns 1,337 shares of the company’s stock worth $34,000 after acquiring an additional 1,118 shares in the last quarter.

Schwab US Large-Cap ETF Stock Performance

Shares of NYSEARCA SCHX opened at $29.86 on Friday. The stock has a 50 day moving average price of $29.92 and a 200 day moving average price of $28.63. The stock has a market capitalization of $72.84 billion, a PE ratio of 25.66 and a beta of 1.00. Schwab US Large-Cap ETF has a 52 week low of $24.81 and a 52 week high of $30.77.

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.