Bull Oak Capital LLC Has $2.07 Million Stake in Schwab US Large-Cap ETF $SCHX

Bull Oak Capital LLC decreased its stake in shares of Schwab US Large-Cap ETF (NYSEARCA:SCHX) by 0.6% during the second quarter, according to the company in its most recent filing with the SEC. The fund owned 84,637 shares of the company’s stock after selling 510 shares during the period. Schwab US Large-Cap ETF accounts for about 0.9% of Bull Oak Capital LLC’s holdings, making the stock its 17th largest position. Bull Oak Capital LLC’s holdings in Schwab US Large-Cap ETF were worth $2,069,000 as of its most recent filing with the SEC.

A number of other hedge funds have also made changes to their positions in the stock. Dumont & Blake Investment Advisors LLC increased its holdings in shares of Schwab US Large-Cap ETF by 3.4% during the 2nd quarter. Dumont & Blake Investment Advisors LLC now owns 13,043 shares of the company’s stock valued at $319,000 after acquiring an additional 433 shares during the last quarter. Asset Management Group Inc. increased its holdings in shares of Schwab US Large-Cap ETF by 0.3% during the 1st quarter. Asset Management Group Inc. now owns 175,006 shares of the company’s stock valued at $3,864,000 after acquiring an additional 452 shares during the last quarter. Westbourne Investments Inc. increased its holdings in shares of Schwab US Large-Cap ETF by 0.7% during the 2nd quarter. Westbourne Investments Inc. now owns 69,563 shares of the company’s stock valued at $1,700,000 after acquiring an additional 455 shares during the last quarter. Ascent Group LLC increased its holdings in shares of Schwab US Large-Cap ETF by 1.7% during the 1st quarter. Ascent Group LLC now owns 28,911 shares of the company’s stock valued at $638,000 after acquiring an additional 470 shares during the last quarter. Finally, Wedgewood Investors Inc. PA increased its holdings in shares of Schwab US Large-Cap ETF by 0.5% during the 1st quarter. Wedgewood Investors Inc. PA now owns 102,235 shares of the company’s stock valued at $2,257,000 after acquiring an additional 477 shares during the last quarter.

Schwab US Large-Cap ETF Stock Performance

Shares of NYSEARCA SCHX opened at $27.17 on Wednesday. The firm has a market cap of $63.03 billion, a price-to-earnings ratio of 25.66 and a beta of 1.01. The business’s 50-day simple moving average is $26.12 and its 200-day simple moving average is $24.53. Schwab US Large-Cap ETF has a 52 week low of $19.00 and a 52 week high of $27.24.

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.