Schwab US Large-Cap ETF $SCHX Stock Holdings Lifted by Waverly Advisors LLC

Waverly Advisors LLC boosted its holdings in shares of Schwab US Large-Cap ETF (NYSEARCA:SCHX) by 191.6% during the 1st quarter, Holdings Channel.com reports. The fund owned 1,501,411 shares of the company’s stock after purchasing an additional 986,495 shares during the period. Waverly Advisors LLC’s holdings in Schwab US Large-Cap ETF were worth $38,496,000 as of its most recent SEC filing.

Other institutional investors have also recently added to or reduced their stakes in the company. Brighton Jones LLC lifted its stake in shares of Schwab US Large-Cap ETF by 198.5% in the 4th quarter. Brighton Jones LLC now owns 211,330 shares of the company’s stock valued at $4,899,000 after purchasing an additional 140,539 shares during the last quarter. Russell Investments Group Ltd. increased its position in Schwab US Large-Cap ETF by 33.3% during the second quarter. Russell Investments Group Ltd. now owns 62,112 shares of the company’s stock worth $1,518,000 after buying an additional 15,522 shares during the last quarter. First Trust Advisors LP bought a new position in Schwab US Large-Cap ETF during the second quarter valued at about $633,000. Baird Financial Group Inc. raised its holdings in Schwab US Large-Cap ETF by 25.1% during the second quarter. Baird Financial Group Inc. now owns 35,076 shares of the company’s stock valued at $857,000 after buying an additional 7,045 shares in the last quarter. Finally, Ieq Capital LLC lifted its position in shares of Schwab US Large-Cap ETF by 9.1% in the second quarter. Ieq Capital LLC now owns 247,992 shares of the company’s stock worth $6,061,000 after buying an additional 20,758 shares during the last quarter.

Schwab US Large-Cap ETF Stock Performance

SCHX opened at $29.12 on Friday. The company has a market cap of $71.01 billion, a PE ratio of 25.66 and a beta of 1.00. The stock has a 50-day moving average of $29.36 and a 200-day moving average of $27.92. Schwab US Large-Cap ETF has a 52-week low of $24.52 and a 52-week high of $29.95.

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.