Schwab US Large-Cap ETF $SCHX Shares Sold by Code Waechter LLC

Code Waechter LLC decreased its holdings in Schwab US Large-Cap ETF (NYSEARCA:SCHX) by 17.1% in the second quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The fund owned 187,157 shares of the company’s stock after selling 38,535 shares during the period. Schwab US Large-Cap ETF makes up approximately 3.3% of Code Waechter LLC’s investment portfolio, making the stock its 8th largest position. Code Waechter LLC’s holdings in Schwab US Large-Cap ETF were worth $4,574,000 as of its most recent SEC filing.

Several other institutional investors and hedge funds have also recently modified their holdings of the company. Obermeyer Wealth Partners acquired a new position in shares of Schwab US Large-Cap ETF during the 2nd quarter valued at about $420,000. Bank of Montreal Can boosted its position in shares of Schwab US Large-Cap ETF by 6.0% during the 2nd quarter. Bank of Montreal Can now owns 202,214 shares of the company’s stock valued at $4,942,000 after acquiring an additional 11,420 shares during the last quarter. Landmark Wealth Management Inc. purchased a new stake in shares of Schwab US Large-Cap ETF in the 2nd quarter valued at approximately $1,095,000. Sigma Planning Corp grew its stake in shares of Schwab US Large-Cap ETF by 2.4% in the 2nd quarter. Sigma Planning Corp now owns 557,853 shares of the company’s stock valued at $13,634,000 after buying an additional 13,246 shares during the period. Finally, Mission Wealth Management LP grew its stake in shares of Schwab US Large-Cap ETF by 167.9% in the 2nd quarter. Mission Wealth Management LP now owns 544,471 shares of the company’s stock valued at $13,307,000 after buying an additional 341,232 shares during the period.

Schwab US Large-Cap ETF Price Performance

Schwab US Large-Cap ETF stock opened at $27.01 on Tuesday. The firm has a 50 day simple moving average of $26.26 and a 200-day simple moving average of $24.72. Schwab US Large-Cap ETF has a 1-year low of $19.00 and a 1-year high of $27.27. The stock has a market cap of $62.67 billion, a price-to-earnings ratio of 25.66 and a beta of 1.01.

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.