EP Wealth Advisors LLC Acquires 2,850,436 Shares of Schwab US Large-Cap ETF $SCHX

EP Wealth Advisors LLC raised its stake in shares of Schwab US Large-Cap ETF (NYSEARCA:SCHX) by 976.1% during the 2nd quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 3,142,472 shares of the company’s stock after buying an additional 2,850,436 shares during the period. EP Wealth Advisors LLC owned 0.14% of Schwab US Large-Cap ETF worth $76,802,000 at the end of the most recent quarter.

A number of other institutional investors and hedge funds also recently made changes to their positions in the stock. Brighton Jones LLC boosted its position 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 worth $4,899,000 after purchasing an additional 140,539 shares during the period. Kovitz Investment Group Partners LLC raised its position in shares of Schwab US Large-Cap ETF by 70.3% in the first quarter. Kovitz Investment Group Partners LLC now owns 168,380 shares of the company’s stock valued at $3,718,000 after purchasing an additional 69,483 shares during the period. Weik Capital Management lifted its stake in shares of Schwab US Large-Cap ETF by 16.0% in the first quarter. Weik Capital Management now owns 17,745 shares of the company’s stock worth $392,000 after buying an additional 2,450 shares during the last quarter. Schneider Downs Wealth Management Advisors LP boosted its holdings in shares of Schwab US Large-Cap ETF by 0.8% during the 1st quarter. Schneider Downs Wealth Management Advisors LP now owns 1,508,271 shares of the company’s stock worth $33,303,000 after buying an additional 11,455 shares during the period. Finally, Somerset Group LLC boosted its holdings in shares of Schwab US Large-Cap ETF by 21.3% during the 1st quarter. Somerset Group LLC now owns 201,815 shares of the company’s stock worth $4,456,000 after buying an additional 35,372 shares during the period.

Schwab US Large-Cap ETF Price Performance

Shares of SCHX opened at $26.85 on Friday. The company has a market capitalization of $62.35 billion, a PE ratio of 25.66 and a beta of 1.01. Schwab US Large-Cap ETF has a one year low of $19.00 and a one year high of $27.27. The company’s fifty day moving average price is $26.66 and its 200 day moving average price is $25.57.

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.