Gleason Group Inc. Has $33.14 Million Stake in Schwab US Large-Cap ETF $SCHX

Gleason Group Inc. cut its position in shares of Schwab US Large-Cap ETF (NYSEARCA:SCHX) by 1.7% during the third quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The institutional investor owned 1,258,059 shares of the company’s stock after selling 21,460 shares during the quarter. Schwab US Large-Cap ETF accounts for 3.3% of Gleason Group Inc.’s portfolio, making the stock its 7th biggest holding. Gleason Group Inc. owned approximately 0.05% of Schwab US Large-Cap ETF worth $33,137,000 as of its most recent filing with the Securities & Exchange Commission.

Several other large investors have also recently added to or reduced their stakes in the company. CX Institutional increased its holdings in Schwab US Large-Cap ETF by 27,108.8% in the 2nd quarter. CX Institutional now owns 62,036 shares of the company’s stock valued at $1,516,000 after buying an additional 61,808 shares during the period. Bank of Montreal Can lifted its holdings in shares of Schwab US Large-Cap ETF by 6.0% during the 2nd quarter. Bank of Montreal Can now owns 202,214 shares of the company’s stock worth $4,942,000 after acquiring an additional 11,420 shares during the period. Janney Montgomery Scott LLC boosted its position in shares of Schwab US Large-Cap ETF by 2.3% during the 2nd quarter. Janney Montgomery Scott LLC now owns 122,227 shares of the company’s stock valued at $2,987,000 after acquiring an additional 2,692 shares in the last quarter. B. Riley Wealth Advisors Inc. acquired a new stake in shares of Schwab US Large-Cap ETF during the 2nd quarter valued at about $2,266,000. Finally, Corient Private Wealth LLC increased its stake in Schwab US Large-Cap ETF by 27.6% in the second quarter. Corient Private Wealth LLC now owns 6,051,561 shares of the company’s stock valued at $147,900,000 after acquiring an additional 1,308,534 shares during the period.

Schwab US Large-Cap ETF Price Performance

NYSEARCA:SCHX opened at $27.25 on Friday. The firm has a market capitalization of $63.28 billion, a PE ratio of 25.66 and a beta of 1.01. Schwab US Large-Cap ETF has a 12-month low of $19.00 and a 12-month high of $27.30. The firm has a 50-day moving average price of $26.78 and a 200 day moving average price of $25.81.

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.