Schwab US Large-Cap ETF $SCHX is Somerset Group LLC’s 5th Largest Position

Somerset Group LLC boosted its position in Schwab US Large-Cap ETF (NYSEARCA:SCHX) by 9.3% during the 3rd quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The fund owned 235,998 shares of the company’s stock after purchasing an additional 20,083 shares during the period. Schwab US Large-Cap ETF comprises approximately 4.9% of Somerset Group LLC’s portfolio, making the stock its 5th biggest holding. Somerset Group LLC’s holdings in Schwab US Large-Cap ETF were worth $6,216,000 at the end of the most recent reporting period.

Several other institutional investors and hedge funds have also bought and sold shares of SCHX. Brighton Jones LLC lifted its holdings in Schwab US Large-Cap ETF by 198.5% during the fourth quarter. Brighton Jones LLC now owns 211,330 shares of the company’s stock valued at $4,899,000 after purchasing an additional 140,539 shares during the last quarter. Focus Partners Advisor Solutions LLC raised its position in shares of Schwab US Large-Cap ETF by 18.1% in the second quarter. Focus Partners Advisor Solutions LLC now owns 40,248 shares of the company’s stock valued at $984,000 after purchasing an additional 6,163 shares during the period. Waldron Private Wealth LLC raised its position in shares of Schwab US Large-Cap ETF by 5.8% in the second quarter. Waldron Private Wealth LLC now owns 19,316 shares of the company’s stock valued at $472,000 after purchasing an additional 1,053 shares during the period. Envestnet Asset Management Inc. lifted its stake in shares of Schwab US Large-Cap ETF by 1.0% during the 2nd quarter. Envestnet Asset Management Inc. now owns 13,363,128 shares of the company’s stock valued at $326,595,000 after buying an additional 136,774 shares in the last quarter. Finally, Fort Vancouver Investment Management LLC boosted its holdings in Schwab US Large-Cap ETF by 10.4% in the 2nd quarter. Fort Vancouver Investment Management LLC now owns 168,339 shares of the company’s stock worth $4,114,000 after buying an additional 15,861 shares during the period.

Schwab US Large-Cap ETF Trading Down 1.1%

Schwab US Large-Cap ETF stock opened at $26.89 on Tuesday. The firm has a 50 day simple moving average of $27.13 and a 200 day simple moving average of $26.59. Schwab US Large-Cap ETF has a 1-year low of $19.00 and a 1-year high of $27.54. The firm has a market capitalization of $63.57 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. 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.