Orgel Wealth Management LLC Sells 32,479 Shares of Schwab US Large-Cap ETF $SCHX

Orgel Wealth Management LLC lowered its stake in shares of Schwab US Large-Cap ETF (NYSEARCA:SCHX) by 0.7% in the second quarter, according to its most recent disclosure with the Securities & Exchange Commission. The firm owned 4,658,623 shares of the company’s stock after selling 32,479 shares during the quarter. Schwab US Large-Cap ETF comprises 2.6% of Orgel Wealth Management LLC’s portfolio, making the stock its 14th largest holding. Orgel Wealth Management LLC’s holdings in Schwab US Large-Cap ETF were worth $137,103,000 as of its most recent filing with the Securities & Exchange Commission.

Other institutional investors also recently modified their holdings of the company. Brighton Jones LLC raised its holdings in 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 worth $4,899,000 after acquiring an additional 140,539 shares during the period. Russell Investments Group Ltd. boosted its holdings 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 valued at $1,518,000 after acquiring an additional 15,522 shares during the period. First Trust Advisors LP bought a new stake in Schwab US Large-Cap ETF during the second quarter valued at about $633,000. Baird Financial Group Inc. grew its position in shares of Schwab US Large-Cap ETF by 25.1% in the second quarter. Baird Financial Group Inc. now owns 35,076 shares of the company’s stock valued at $857,000 after purchasing an additional 7,045 shares during the last quarter. Finally, Ieq Capital LLC grew 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 valued at $6,061,000 after purchasing an additional 20,758 shares during the last quarter.

Schwab US Large-Cap ETF Stock Performance

NYSEARCA SCHX opened at $30.23 on Tuesday. Schwab US Large-Cap ETF has a twelve month low of $24.81 and a twelve month high of $30.77. The stock has a market capitalization of $73.75 billion, a PE ratio of 25.66 and a beta of 1.00. The stock has a 50-day simple moving average of $29.75 and a 200 day simple moving average of $28.45.

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.