FinDec Wealth Services Inc. Trims Position in Schwab US Large-Cap ETF $SCHX

FinDec Wealth Services Inc. reduced its position in Schwab US Large-Cap ETF (NYSEARCA:SCHX) by 47.1% in the 2nd quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 12,906 shares of the company’s stock after selling 11,482 shares during the quarter. Schwab US Large-Cap ETF makes up approximately 0.3% of FinDec Wealth Services Inc.’s portfolio, making the stock its 26th biggest position. FinDec Wealth Services Inc.’s holdings in Schwab US Large-Cap ETF were worth $315,000 at the end of the most recent quarter.

Several other institutional investors also recently bought and sold shares of the company. JFS Wealth Advisors LLC grew its position in Schwab US Large-Cap ETF by 2.6% in the 2nd quarter. JFS Wealth Advisors LLC now owns 73,022 shares of the company’s stock valued at $1,785,000 after acquiring an additional 1,847 shares in the last quarter. VanderPol Investments L.L.C. grew its position in Schwab US Large-Cap ETF by 6.4% in the 2nd quarter. VanderPol Investments L.L.C. now owns 270,486 shares of the company’s stock valued at $6,611,000 after acquiring an additional 16,336 shares in the last quarter. Brucke Financial Inc. grew its position in Schwab US Large-Cap ETF by 0.9% in the 2nd quarter. Brucke Financial Inc. now owns 111,331 shares of the company’s stock valued at $2,721,000 after acquiring an additional 1,004 shares in the last quarter. Stonebridge Financial Group LLC grew its position in Schwab US Large-Cap ETF by 78.0% in the 2nd quarter. Stonebridge Financial Group LLC now owns 12,734 shares of the company’s stock valued at $311,000 after acquiring an additional 5,580 shares in the last quarter. Finally, IFP Advisors Inc grew its position in Schwab US Large-Cap ETF by 4.6% in the 2nd quarter. IFP Advisors Inc now owns 592,045 shares of the company’s stock valued at $14,470,000 after acquiring an additional 25,818 shares in the last quarter.

Schwab US Large-Cap ETF Price Performance

NYSEARCA SCHX opened at $25.85 on Friday. The company has a market cap of $59.90 billion, a P/E ratio of 25.66 and a beta of 1.01. The stock has a 50-day moving average of $25.82 and a two-hundred day moving average of $24.04. Schwab US Large-Cap ETF has a 1-year low of $19.00 and a 1-year high of $26.68.

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.