Valeo Financial Advisors LLC Reduces Stock Holdings in Schwab US Large-Cap ETF $SCHX

Valeo Financial Advisors LLC reduced its position in shares of Schwab US Large-Cap ETF (NYSEARCA:SCHX) by 23.9% in the second quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The firm owned 86,528 shares of the company’s stock after selling 27,187 shares during the quarter. Valeo Financial Advisors LLC’s holdings in Schwab US Large-Cap ETF were worth $2,547,000 as of its most recent SEC filing.

Other hedge funds and other institutional investors have also recently made changes to their positions in the company. Farther Finance Advisors LLC raised its stake in shares of Schwab US Large-Cap ETF by 37.4% in the fourth quarter. Farther Finance Advisors LLC now owns 3,972,127 shares of the company’s stock worth $106,890,000 after buying an additional 1,081,148 shares during the period. Rede Wealth LLC purchased a new position in shares of Schwab US Large-Cap ETF during the 4th quarter valued at about $855,000. Steele Capital Management Inc. grew its stake in shares of Schwab US Large-Cap ETF by 1.8% during the 4th quarter. Steele Capital Management Inc. now owns 3,985,073 shares of the company’s stock valued at $107,238,000 after acquiring an additional 69,493 shares during the period. Hantz Financial Services Inc. grew its stake in shares of Schwab US Large-Cap ETF by 21.5% during the 4th quarter. Hantz Financial Services Inc. now owns 179,681 shares of the company’s stock valued at $4,835,000 after acquiring an additional 31,774 shares during the period. Finally, Merit Financial Group LLC increased its holdings in Schwab US Large-Cap ETF by 71.3% in the 4th quarter. Merit Financial Group LLC now owns 725,392 shares of the company’s stock worth $19,520,000 after acquiring an additional 302,007 shares in the last quarter.

Schwab US Large-Cap ETF Stock Performance

Schwab US Large-Cap ETF stock opened at $30.52 on Monday. Schwab US Large-Cap ETF has a 12-month low of $24.81 and a 12-month high of $30.63. The firm has a market capitalization of $74.46 billion, a price-to-earnings ratio of 25.66 and a beta of 1.00. The firm has a 50 day moving average of $29.44 and a 200 day moving average of $28.09.

About Schwab US Large-Cap ETF

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.