Mutual Advisors LLC Has $5.53 Million Stock Position in Schwab US Large-Cap ETF (NYSEARCA:SCHX)

Mutual Advisors LLC lessened its holdings in Schwab US Large-Cap ETF (NYSEARCA:SCHX) by 0.5% during the fourth quarter, HoldingsChannel.com reports. The firm owned 235,308 shares of the company’s stock after selling 1,109 shares during the period. Mutual Advisors LLC’s holdings in Schwab US Large-Cap ETF were worth $5,525,000 as of its most recent SEC filing.

Several other large investors have also added to or reduced their stakes in SCHX. US Bancorp DE grew its holdings in shares of Schwab US Large-Cap ETF by 43.8% in the 3rd quarter. US Bancorp DE now owns 20,593,427 shares of the company’s stock valued at $1,397,264,000 after acquiring an additional 6,275,290 shares in the last quarter. Campbell Wealth Management acquired a new stake in shares of Schwab US Large-Cap ETF in the 3rd quarter valued at approximately $346,668,000. BlueSky Wealth Advisors LLC grew its stake in shares of Schwab US Large-Cap ETF by 203.2% in the fourth quarter. BlueSky Wealth Advisors LLC now owns 5,990,685 shares of the company’s stock valued at $138,864,000 after buying an additional 4,014,627 shares in the last quarter. Orgel Wealth Management LLC increased its holdings in Schwab US Large-Cap ETF by 206.0% during the fourth quarter. Orgel Wealth Management LLC now owns 4,630,059 shares of the company’s stock worth $107,325,000 after buying an additional 3,116,909 shares during the last quarter. Finally, Marcum Wealth LLC raised its position in Schwab US Large-Cap ETF by 190.6% during the fourth quarter. Marcum Wealth LLC now owns 3,723,872 shares of the company’s stock worth $86,319,000 after acquiring an additional 2,442,216 shares in the last quarter.

Schwab US Large-Cap ETF Price Performance

Schwab US Large-Cap ETF stock opened at $24.07 on Thursday. Schwab US Large-Cap ETF has a fifty-two week low of $19.08 and a fifty-two week high of $24.19. The firm has a market capitalization of $15.69 billion, a PE ratio of 26.53 and a beta of 1.02. The company’s 50-day moving average is $23.60 and its 200-day moving average is $22.68.

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.