Orgel Wealth Management LLC Has $137.10 Million Position in Schwab US Large-Cap ETF $SCHX

Orgel Wealth Management LLC reduced its stake in shares of Schwab US Large-Cap ETF (NYSEARCA:SCHX) by 0.7% during the 2nd quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The institutional investor owned 4,658,623 shares of the company’s stock after selling 32,479 shares during the period. Schwab US Large-Cap ETF accounts for 2.6% of Orgel Wealth Management LLC’s investment portfolio, making the stock its 14th biggest holding. Orgel Wealth Management LLC owned 0.19% of Schwab US Large-Cap ETF worth $137,103,000 as of its most recent filing with the Securities & Exchange Commission.

A number of other hedge funds have also modified their holdings of the stock. Revisor Wealth Management LLC grew its stake in Schwab US Large-Cap ETF by 0.7% in the first quarter. Revisor Wealth Management LLC now owns 54,692 shares of the company’s stock valued at $1,402,000 after purchasing an additional 377 shares in the last quarter. Carmel Capital Partners LLC raised its stake in shares of Schwab US Large-Cap ETF by 2.0% during the 1st quarter. Carmel Capital Partners LLC now owns 20,088 shares of the company’s stock worth $515,000 after purchasing an additional 385 shares in the last quarter. Praetorian Wealth Management Inc. lifted its holdings in shares of Schwab US Large-Cap ETF by 1.1% during the 2nd quarter. Praetorian Wealth Management Inc. now owns 35,798 shares of the company’s stock valued at $1,054,000 after buying an additional 385 shares during the last quarter. Cadence Wealth Management LLC grew its stake in shares of Schwab US Large-Cap ETF by 2.9% in the 4th quarter. Cadence Wealth Management LLC now owns 14,389 shares of the company’s stock valued at $387,000 after buying an additional 401 shares in the last quarter. Finally, Goldstein Advisors LLC grew its stake in shares of Schwab US Large-Cap ETF by 1.5% in the 4th quarter. Goldstein Advisors LLC now owns 26,484 shares of the company’s stock valued at $713,000 after buying an additional 401 shares in the last quarter.

Schwab US Large-Cap ETF Stock Performance

NYSEARCA:SCHX opened at $30.23 on Tuesday. The company has a market capitalization of $73.75 billion, a P/E ratio of 25.66 and a beta of 1.00. The stock’s 50 day moving average price is $29.75 and its 200 day moving average price is $28.45. Schwab US Large-Cap ETF has a 52 week low of $24.81 and a 52 week high of $30.77.

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. 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.