Peak Financial Management Inc. Sells 6,056 Shares of Schwab US Large-Cap ETF (NYSEARCA:SCHX)

Peak Financial Management Inc. trimmed its stake in Schwab US Large-Cap ETF (NYSEARCA:SCHX) by 7.6% in the 4th quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The institutional investor owned 73,484 shares of the company’s stock after selling 6,056 shares during the period. Schwab US Large-Cap ETF accounts for 1.4% of Peak Financial Management Inc.’s portfolio, making the stock its 25th largest position. Peak Financial Management Inc.’s holdings in Schwab US Large-Cap ETF were worth $4,145,000 as of its most recent filing with the Securities and Exchange Commission.

Several other large investors have also recently made changes to their positions in SCHX. Ironwood Wealth Management LLC. increased its position in Schwab US Large-Cap ETF by 99.3% during the 1st quarter. Ironwood Wealth Management LLC. now owns 19,669 shares of the company’s stock valued at $1,059,000 after buying an additional 9,800 shares in the last quarter. Retirement Income Solutions Inc increased its position in Schwab US Large-Cap ETF by 100.0% during the 1st quarter. Retirement Income Solutions Inc now owns 5,196 shares of the company’s stock valued at $280,000 after buying an additional 2,598 shares in the last quarter. AMI Investment Management Inc. grew its stake in Schwab US Large-Cap ETF by 81.4% during the 1st quarter. AMI Investment Management Inc. now owns 180,373 shares of the company’s stock valued at $9,713,000 after purchasing an additional 80,966 shares during the last quarter. JPMorgan Chase & Co. grew its stake in Schwab US Large-Cap ETF by 125.3% during the 1st quarter. JPMorgan Chase & Co. now owns 7,078 shares of the company’s stock valued at $381,000 after purchasing an additional 3,936 shares during the last quarter. Finally, Raymond James & Associates grew its stake in Schwab US Large-Cap ETF by 91.3% during the 1st quarter. Raymond James & Associates now owns 58,163 shares of the company’s stock valued at $3,132,000 after purchasing an additional 27,760 shares during the last quarter.

Schwab US Large-Cap ETF Stock Performance

Schwab US Large-Cap ETF stock opened at $62.06 on Friday. The business’s 50-day simple moving average is $59.66 and its two-hundred day simple moving average is $55.37. The company has a market cap of $39.72 billion, a PE ratio of 18.28 and a beta of 1.01. Schwab US Large-Cap ETF has a fifty-two week low of $47.07 and a fifty-two week high of $62.24.

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.