Stevens Capital Partners lifted its holdings in shares of Schwab US Large-Cap ETF (NYSEARCA:SCHX – Free Report) by 19.0% during the 1st quarter, according to its most recent disclosure with the Securities & Exchange Commission. The fund owned 666,106 shares of the company’s stock after purchasing an additional 106,241 shares during the quarter. Schwab US Large-Cap ETF comprises about 4.1% of Stevens Capital Partners’ investment portfolio, making the stock its 4th biggest position. Stevens Capital Partners’ holdings in Schwab US Large-Cap ETF were worth $17,079,000 as of its most recent SEC filing.
Other hedge funds and other institutional investors have also made changes to their positions in the company. Corient Private Wealth LLC boosted its position in shares of Schwab US Large-Cap ETF by 163.9% in the second quarter. Corient Private Wealth LLC now owns 12,518,206 shares of the company’s stock worth $306,087,000 after acquiring an additional 7,775,179 shares during the last quarter. EP Wealth Advisors LLC acquired a new stake in Schwab US Large-Cap ETF during the 4th quarter worth approximately $86,562,000. Fund Evaluation Group LLC increased its position in shares of Schwab US Large-Cap ETF by 32.4% in the fourth quarter. Fund Evaluation Group LLC now owns 9,492,565 shares of the company’s stock worth $255,445,000 after acquiring an additional 2,325,216 shares in the last quarter. Moneta Group Investment Advisors LLC lifted its stake in shares of Schwab US Large-Cap ETF by 5.5% during the third quarter. Moneta Group Investment Advisors LLC now owns 34,779,046 shares of the company’s stock worth $916,080,000 after purchasing an additional 1,808,743 shares in the last quarter. Finally, Modern Wealth Management LLC boosted its holdings in Schwab US Large-Cap ETF by 3,179.2% in the 3rd quarter. Modern Wealth Management LLC now owns 1,815,186 shares of the company’s stock worth $47,812,000 after acquiring an additional 1,759,832 shares during the period.
Schwab US Large-Cap ETF Trading Up 0.0%
Shares of SCHX stock opened at $29.40 on Friday. Schwab US Large-Cap ETF has a twelve month low of $24.47 and a twelve month high of $29.95. The company has a market capitalization of $71.56 billion, a PE ratio of 25.66 and a beta of 1.00. The firm has a fifty day simple moving average of $29.08 and a 200-day simple moving average of $27.64.
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. 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.
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