Concurrent Investment Advisors LLC lessened its stake in shares of Schwab US Large-Cap ETF (NYSEARCA:SCHX – Free Report) by 11.2% in the 2nd quarter, according to the company in its most recent 13F filing with the SEC. The institutional investor owned 458,386 shares of the company’s stock after selling 57,951 shares during the quarter. Concurrent Investment Advisors LLC’s holdings in Schwab US Large-Cap ETF were worth $11,203,000 as of its most recent filing with the SEC.
Other large investors have also made changes to their positions in the company. Crews Bank & Trust acquired a new position in shares of Schwab US Large-Cap ETF during the 2nd quarter worth about $26,000. S.A. Mason LLC acquired a new position in shares of Schwab US Large-Cap ETF during the 2nd quarter worth about $29,000. Orion Capital Management LLC acquired a new position in shares of Schwab US Large-Cap ETF during the 1st quarter worth about $27,000. Bridge Generations Wealth Management LLC lifted its position in shares of Schwab US Large-Cap ETF by 238.7% during the 1st quarter. Bridge Generations Wealth Management LLC now owns 1,592 shares of the company’s stock worth $35,000 after purchasing an additional 1,122 shares during the last quarter. Finally, Quest 10 Wealth Builders Inc. lifted its position in shares of Schwab US Large-Cap ETF by 864.5% during the 1st quarter. Quest 10 Wealth Builders Inc. now owns 1,630 shares of the company’s stock worth $36,000 after purchasing an additional 1,461 shares during the last quarter.
Schwab US Large-Cap ETF Stock Performance
NYSEARCA SCHX opened at $25.85 on Friday. Schwab US Large-Cap ETF has a twelve month low of $19.00 and a twelve month high of $26.68. The stock has a market capitalization of $59.90 billion, a PE ratio of 25.66 and a beta of 1.01. The stock has a 50-day simple moving average of $25.82 and a 200 day simple moving average of $24.05.
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.
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