Envision Financial LLC Cuts Stake in Schwab US Large-Cap ETF $SCHX

Envision Financial LLC lessened its stake in Schwab US Large-Cap ETF (NYSEARCA:SCHX) by 14.5% in the 2nd quarter, according to its most recent disclosure with the Securities & Exchange Commission. The firm owned 411,698 shares of the company’s stock after selling 69,894 shares during the quarter. Schwab US Large-Cap ETF accounts for about 5.6% of Envision Financial LLC’s investment portfolio, making the stock its 6th biggest holding. Envision Financial LLC’s holdings in Schwab US Large-Cap ETF were worth $12,116,000 as of its most recent filing with the Securities & Exchange Commission.

Other large investors also recently made changes to their positions in the company. Farther Finance Advisors LLC raised its position in Schwab US Large-Cap ETF by 37.4% in the 4th quarter. Farther Finance Advisors LLC now owns 3,972,127 shares of the company’s stock valued at $106,890,000 after buying an additional 1,081,148 shares during the last quarter. Rede Wealth LLC bought a new position in shares of Schwab US Large-Cap ETF during the 4th quarter worth approximately $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 worth $107,238,000 after acquiring an additional 69,493 shares in the last quarter. Hantz Financial Services Inc. raised its holdings in shares of Schwab US Large-Cap ETF by 21.5% in the fourth quarter. Hantz Financial Services Inc. now owns 179,681 shares of the company’s stock valued at $4,835,000 after purchasing an additional 31,774 shares during the last quarter. Finally, Merit Financial Group LLC lifted its position in shares of Schwab US Large-Cap ETF by 71.3% in the fourth quarter. Merit Financial Group LLC now owns 725,392 shares of the company’s stock worth $19,520,000 after purchasing an additional 302,007 shares in the last quarter.

Schwab US Large-Cap ETF Trading Down 0.3%

Shares of SCHX opened at $30.43 on Wednesday. The stock has a market capitalization of $74.24 billion, a price-to-earnings ratio of 25.66 and a beta of 1.00. 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 fifty day simple moving average of $29.47 and a 200 day simple moving average of $28.14.

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.