Milestone Investment Advisors LLC Sells 43,680 Shares of Schwab US Large-Cap ETF $SCHX

Milestone Investment Advisors LLC reduced its holdings in Schwab US Large-Cap ETF (NYSEARCA:SCHX) by 4.0% during the 2nd quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The firm owned 1,036,958 shares of the company’s stock after selling 43,680 shares during the period. Schwab US Large-Cap ETF makes up about 6.6% of Milestone Investment Advisors LLC’s investment portfolio, making the stock its 3rd largest position. Milestone Investment Advisors LLC’s holdings in Schwab US Large-Cap ETF were worth $25,343,000 at the end of the most recent quarter.

A number of other large investors have also made changes to their positions in SCHX. CM Wealth Advisors LLC raised its stake in shares of Schwab US Large-Cap ETF by 1.3% in the 2nd quarter. CM Wealth Advisors LLC now owns 32,538 shares of the company’s stock valued at $795,000 after buying an additional 414 shares in the last quarter. Dumont & Blake Investment Advisors LLC grew its holdings in shares of Schwab US Large-Cap ETF by 3.4% during the second quarter. Dumont & Blake Investment Advisors LLC now owns 13,043 shares of the company’s stock worth $319,000 after purchasing an additional 433 shares during the last quarter. Asset Management Group Inc. increased its position in Schwab US Large-Cap ETF by 0.3% in 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 in the last quarter. Bryn Mawr Trust Advisors LLC raised its position in Schwab US Large-Cap ETF by 0.6% in the 2nd quarter. Bryn Mawr Trust Advisors LLC now owns 82,388 shares of the company’s stock worth $2,014,000 after purchasing an additional 453 shares during the last quarter. Finally, Westbourne Investments Inc. increased its position in Schwab US Large-Cap ETF by 0.7% in the second quarter. Westbourne Investments Inc. now owns 69,563 shares of the company’s stock worth $1,700,000 after purchasing an additional 455 shares during the period.

Schwab US Large-Cap ETF Stock Up 0.1%

SCHX stock opened at $27.05 on Friday. Schwab US Large-Cap ETF has a twelve month low of $19.00 and a twelve month high of $27.27. The company has a market cap of $62.81 billion, a P/E ratio of 25.66 and a beta of 1.01. The business’s fifty day moving average is $26.58 and its 200-day moving average is $25.41.

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.