Schwab US Large-Cap ETF $SCHX Shares Purchased by Waverly Advisors LLC

Waverly Advisors LLC grew its position in shares of Schwab US Large-Cap ETF (NYSEARCA:SCHX) by 191.6% during the 1st quarter, according to the company in its most recent filing with the SEC. The firm owned 1,501,411 shares of the company’s stock after purchasing an additional 986,495 shares during the quarter. Waverly Advisors LLC owned 0.06% of Schwab US Large-Cap ETF worth $38,496,000 as of its most recent filing with the SEC.

A number of other hedge funds and other institutional investors also recently modified their holdings of SCHX. Corient Private Wealth LLC boosted its stake in Schwab US Large-Cap ETF by 163.9% during the second quarter. Corient Private Wealth LLC now owns 12,518,206 shares of the company’s stock valued at $306,087,000 after buying an additional 7,775,179 shares in the last quarter. EP Wealth Advisors LLC bought a new stake in Schwab US Large-Cap ETF in the fourth quarter worth about $86,562,000. Scarborough Advisors LLC acquired a new stake in Schwab US Large-Cap ETF in the 1st quarter valued at about $60,491,000. Fund Evaluation Group LLC boosted its position in shares of Schwab US Large-Cap ETF by 32.4% during the 4th quarter. Fund Evaluation Group LLC now owns 9,492,565 shares of the company’s stock valued at $255,445,000 after purchasing an additional 2,325,216 shares in the last quarter. Finally, Northwestern Mutual Wealth Management Co. boosted its position in shares of Schwab US Large-Cap ETF by 5.8% during the 3rd quarter. Northwestern Mutual Wealth Management Co. now owns 29,438,303 shares of the company’s stock valued at $775,405,000 after purchasing an additional 1,616,966 shares in the last quarter.

Schwab US Large-Cap ETF Price Performance

Shares of SCHX opened at $29.12 on Friday. The firm’s 50 day moving average is $29.36 and its 200-day moving average is $27.92. The stock has a market capitalization of $71.01 billion, a P/E ratio of 25.66 and a beta of 1.00. Schwab US Large-Cap ETF has a 12-month low of $24.52 and a 12-month high of $29.95.

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.