Stevens Capital Partners Increases Stake in Schwab US Large-Cap ETF $SCHX

Stevens Capital Partners lifted its holdings in Schwab US Large-Cap ETF (NYSEARCA:SCHX) by 19.0% during the first quarter, according to the company in its most recent filing with the SEC. The fund owned 666,106 shares of the company’s stock after buying an additional 106,241 shares during the quarter. Schwab US Large-Cap ETF makes up 4.1% of Stevens Capital Partners’ portfolio, making the stock its 4th biggest position. Stevens Capital Partners’ holdings in Schwab US Large-Cap ETF were worth $17,079,000 as of its most recent SEC filing.

Other hedge funds and other institutional investors have also added to or reduced their stakes in the company. Corient Private Wealth LLC lifted its stake in Schwab US Large-Cap ETF by 163.9% in the second quarter. Corient Private Wealth LLC now owns 12,518,206 shares of the company’s stock valued at $306,087,000 after buying an additional 7,775,179 shares during the last quarter. EP Wealth Advisors LLC acquired a new stake in Schwab US Large-Cap ETF in the fourth quarter worth about $86,562,000. Fund Evaluation Group LLC boosted its holdings in shares of Schwab US Large-Cap ETF by 32.4% in the fourth quarter. Fund Evaluation Group LLC now owns 9,492,565 shares of the company’s stock valued at $255,445,000 after acquiring an additional 2,325,216 shares in the last quarter. Moneta Group Investment Advisors LLC boosted its stake in Schwab US Large-Cap ETF by 5.5% during the 3rd quarter. Moneta Group Investment Advisors LLC now owns 34,779,046 shares of the company’s stock valued at $916,080,000 after purchasing an additional 1,808,743 shares in the last quarter. Finally, Modern Wealth Management LLC boosted its stake in Schwab US Large-Cap ETF by 3,179.2% during the third quarter. Modern Wealth Management LLC now owns 1,815,186 shares of the company’s stock valued at $47,812,000 after buying an additional 1,759,832 shares in the last quarter.

Schwab US Large-Cap ETF Price Performance

Shares of SCHX opened at $29.40 on Friday. The stock has a market capitalization of $71.56 billion, a P/E ratio of 25.66 and a beta of 1.00. Schwab US Large-Cap ETF has a 12-month low of $24.47 and a 12-month high of $29.95. The firm’s 50 day moving average is $29.08 and its 200-day moving average is $27.64.

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.