Cliftonlarsonallen Wealth Advisors LLC Trims Stake in Schwab US Large-Cap ETF $SCHX

Cliftonlarsonallen Wealth Advisors LLC reduced its stake in Schwab US Large-Cap ETF (NYSEARCA:SCHX) by 3.1% during the second quarter, according to the company in its most recent 13F filing with the SEC. The firm owned 123,243 shares of the company’s stock after selling 3,942 shares during the quarter. Cliftonlarsonallen Wealth Advisors LLC’s holdings in Schwab US Large-Cap ETF were worth $3,012,000 at the end of the most recent quarter.

Several other institutional investors and hedge funds also recently bought and sold shares of SCHX. CX Institutional lifted its position in shares of Schwab US Large-Cap ETF by 27,108.8% during the 2nd quarter. CX Institutional now owns 62,036 shares of the company’s stock valued at $1,516,000 after buying an additional 61,808 shares in the last quarter. QRG Capital Management Inc. raised its stake in Schwab US Large-Cap ETF by 8.2% during the 1st quarter. QRG Capital Management Inc. now owns 34,675 shares of the company’s stock worth $766,000 after acquiring an additional 2,626 shares during the period. Fifth Third Bancorp raised its stake in Schwab US Large-Cap ETF by 33.1% during the 1st quarter. Fifth Third Bancorp now owns 11,275 shares of the company’s stock worth $249,000 after acquiring an additional 2,806 shares during the period. Brown Advisory Inc. lifted its holdings in Schwab US Large-Cap ETF by 38.0% during the first quarter. Brown Advisory Inc. now owns 64,163 shares of the company’s stock valued at $1,417,000 after purchasing an additional 17,661 shares in the last quarter. Finally, Pinnacle Wealth Management Advisory Group LLC bought a new position in shares of Schwab US Large-Cap ETF in the first quarter worth approximately $240,000.

Schwab US Large-Cap ETF Price Performance

Shares of NYSEARCA SCHX opened at $26.44 on Thursday. The stock has a market cap of $60.70 billion, a PE ratio of 25.66 and a beta of 1.01. Schwab US Large-Cap ETF has a 1 year low of $19.00 and a 1 year high of $26.51. The firm has a fifty day moving average price of $25.63 and a 200-day moving average price of $23.85.

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.