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

Evermay Wealth Management LLC trimmed its holdings in shares of Schwab US Large-Cap ETF (NYSEARCA:SCHX) by 1.4% during the third quarter, Holdings Channel.com reports. The firm owned 4,479,882 shares of the company’s stock after selling 64,815 shares during the quarter. Schwab US Large-Cap ETF accounts for approximately 13.5% of Evermay Wealth Management LLC’s portfolio, making the stock its 2nd biggest position. Evermay Wealth Management LLC’s holdings in Schwab US Large-Cap ETF were worth $118,000,000 at the end of the most recent quarter.

A number of other hedge funds and other institutional investors have also modified their holdings of SCHX. DiNuzzo Private Wealth Inc. raised its position in shares of Schwab US Large-Cap ETF by 61.2% during the 3rd quarter. DiNuzzo Private Wealth Inc. now owns 1,093 shares of the company’s stock worth $28,000 after buying an additional 415 shares in the last quarter. Moser Wealth Advisors LLC bought a new position in shares of Schwab US Large-Cap ETF in the second quarter valued at approximately $32,000. Mid American Wealth Advisory Group Inc. acquired a new position in shares of Schwab US Large-Cap ETF during the second quarter valued at approximately $33,000. First Command Advisory Services Inc. bought a new stake in Schwab US Large-Cap ETF during the third quarter worth approximately $43,000. Finally, Concord Wealth Partners bought a new stake in Schwab US Large-Cap ETF during the second quarter worth approximately $41,000.

Schwab US Large-Cap ETF Price Performance

SCHX opened at $27.17 on Wednesday. The business has a 50 day moving average price of $27.11 and a two-hundred day moving average price of $26.39. The company has a market capitalization of $64.23 billion, a price-to-earnings ratio of 25.66 and a beta of 1.01. Schwab US Large-Cap ETF has a 1-year low of $19.00 and a 1-year high of $27.54.

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.