Schwab US Large-Cap ETF $SCHX is Bernard Wealth Management Corp.’s 2nd Largest Position

Bernard Wealth Management Corp. trimmed its position in shares of Schwab US Large-Cap ETF (NYSEARCA:SCHX) by 2.8% in the 2nd quarter, Holdings Channel reports. The firm owned 1,297,177 shares of the company’s stock after selling 37,355 shares during the period. Schwab US Large-Cap ETF accounts for approximately 14.7% of Bernard Wealth Management Corp.’s portfolio, making the stock its 2nd largest position. Bernard Wealth Management Corp.’s holdings in Schwab US Large-Cap ETF were worth $31,703,000 at the end of the most recent quarter.

Several other large investors have also recently made changes to their positions in SCHX. Crews Bank & Trust purchased a new stake in shares of Schwab US Large-Cap ETF during the second quarter worth approximately $26,000. Orion Capital Management LLC purchased a new stake in shares of Schwab US Large-Cap ETF during the first quarter worth approximately $27,000. S.A. Mason LLC purchased a new stake in shares of Schwab US Large-Cap ETF during the second quarter worth approximately $29,000. Bridge Generations Wealth Management LLC increased its position in shares of Schwab US Large-Cap ETF by 238.7% during the first quarter. Bridge Generations Wealth Management LLC now owns 1,592 shares of the company’s stock worth $35,000 after purchasing an additional 1,122 shares in the last quarter. Finally, MorganRosel Wealth Management LLC purchased a new stake in shares of Schwab US Large-Cap ETF during the first quarter worth approximately $36,000.

Schwab US Large-Cap ETF Stock Performance

Shares of SCHX opened at $25.85 on Friday. Schwab US Large-Cap ETF has a one year low of $19.00 and a one year high of $26.68. The stock has a market capitalization of $59.90 billion, a price-to-earnings ratio of 25.66 and a beta of 1.01. The stock has a 50 day moving average price of $25.82 and a 200 day moving average price of $24.04.

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.