Schwab US Large-Cap ETF $SCHX Shares Sold by Wealth Enhancement Advisory Services LLC

Wealth Enhancement Advisory Services LLC lowered its holdings in Schwab US Large-Cap ETF (NYSEARCA:SCHX) by 1.7% during the fourth quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The firm owned 19,086,174 shares of the company’s stock after selling 334,247 shares during the quarter. Schwab US Large-Cap ETF accounts for 0.7% of Wealth Enhancement Advisory Services LLC’s holdings, making the stock its 23rd biggest position. Wealth Enhancement Advisory Services LLC owned approximately 0.81% of Schwab US Large-Cap ETF worth $521,816,000 as of its most recent SEC filing.

Several other institutional investors have also recently made changes to their positions in SCHX. Legacy Private Trust Co. lifted its position in Schwab US Large-Cap ETF by 2.1% during the fourth quarter. Legacy Private Trust Co. now owns 352,523 shares of the company’s stock valued at $9,486,000 after purchasing an additional 7,326 shares during the period. Maridea Wealth Management LLC acquired a new stake in Schwab US Large-Cap ETF during the 4th quarter worth about $2,396,000. Cooper Financial Group raised its stake in shares of Schwab US Large-Cap ETF by 5.2% during the 4th quarter. Cooper Financial Group now owns 95,040 shares of the company’s stock valued at $2,558,000 after buying an additional 4,723 shares during the last quarter. Kure Advisory LLC purchased a new position in shares of Schwab US Large-Cap ETF during the 4th quarter valued at about $585,000. Finally, CWA Asset Management Group LLC lifted its holdings in shares of Schwab US Large-Cap ETF by 11.3% in the 4th quarter. CWA Asset Management Group LLC now owns 19,475 shares of the company’s stock valued at $524,000 after buying an additional 1,979 shares during the period.

Schwab US Large-Cap ETF Stock Down 1.5%

Shares of SCHX opened at $25.62 on Friday. Schwab US Large-Cap ETF has a 52 week low of $19.00 and a 52 week high of $27.54. The company has a market capitalization of $60.56 billion, a price-to-earnings ratio of 25.66 and a beta of 1.01. The stock’s 50-day moving average price is $26.97 and its 200-day moving average price is $26.74.

Schwab US Large-Cap ETF 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.