Schwab US Large-Cap ETF $SCHX Shares Sold by Downshift Financial LLC

Downshift Financial LLC cut its stake in Schwab US Large-Cap ETF (NYSEARCA:SCHX) by 21.7% in the 3rd quarter, according to the company in its most recent disclosure with the SEC. The institutional investor owned 434,801 shares of the company’s stock after selling 120,740 shares during the quarter. Schwab US Large-Cap ETF comprises about 5.6% of Downshift Financial LLC’s holdings, making the stock its 5th largest position. Downshift Financial LLC’s holdings in Schwab US Large-Cap ETF were worth $13,044,000 as of its most recent filing with the SEC.

Several other hedge funds also recently made changes to their positions in the stock. Sei Investments Co. lifted its holdings in Schwab US Large-Cap ETF by 5.0% during the 1st quarter. Sei Investments Co. now owns 32,528,571 shares of the company’s stock worth $834,033,000 after purchasing an additional 1,554,760 shares in the last quarter. Captrust Financial Advisors grew its holdings in Schwab US Large-Cap ETF by 5.6% during the 4th quarter. Captrust Financial Advisors now owns 19,522,489 shares of the company’s stock valued at $525,350,000 after buying an additional 1,039,540 shares in the last quarter. Mariner LLC grew its holdings in Schwab US Large-Cap ETF by 6.8% during the 4th quarter. Mariner LLC now owns 10,235,455 shares of the company’s stock valued at $275,437,000 after buying an additional 651,340 shares in the last quarter. Koss Olinger Consulting LLC grew its holdings in Schwab US Large-Cap ETF by 4.9% during the 1st quarter. Koss Olinger Consulting LLC now owns 10,490,753 shares of the company’s stock valued at $268,983,000 after buying an additional 492,244 shares in the last quarter. Finally, Bank of America Corp DE increased its position in shares of Schwab US Large-Cap ETF by 11.7% during the first quarter. Bank of America Corp DE now owns 10,076,451 shares of the company’s stock valued at $258,360,000 after buying an additional 1,054,612 shares during the period.

Schwab US Large-Cap ETF Price Performance

Shares of SCHX traded down $0.02 during midday trading on Tuesday, hitting $30.61. 7,964,136 shares of the company traded hands, compared to its average volume of 15,581,368. Schwab US Large-Cap ETF has a one year low of $24.81 and a one year high of $30.79. The firm has a market cap of $75.24 billion, a P/E ratio of 25.66 and a beta of 1.01. The stock has a 50-day moving average of $30.29 and a 200-day moving average of $29.20.

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.