Private Advisor Group LLC decreased its holdings in Schwab US Large-Cap ETF (NYSEARCA:SCHX – Free Report) by 9.0% in the 1st quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The institutional investor owned 301,153 shares of the company’s stock after selling 29,674 shares during the period. Private Advisor Group LLC’s holdings in Schwab US Large-Cap ETF were worth $7,722,000 as of its most recent filing with the Securities & Exchange Commission.
Several other institutional investors have also modified their holdings of SCHX. Corient Private Wealth LLC raised its stake in shares of Schwab US Large-Cap ETF by 163.9% in the second quarter. Corient Private Wealth LLC now owns 12,518,206 shares of the company’s stock valued at $306,087,000 after acquiring an additional 7,775,179 shares in the last quarter. EP Wealth Advisors LLC purchased a new position in Schwab US Large-Cap ETF in the fourth quarter valued at $86,562,000. Fund Evaluation Group LLC grew its stake in 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 worth $255,445,000 after purchasing an additional 2,325,216 shares in the last quarter. Moneta Group Investment Advisors LLC grew its stake in Schwab US Large-Cap ETF by 5.5% during the 3rd quarter. Moneta Group Investment Advisors LLC now owns 34,779,046 shares of the company’s stock worth $916,080,000 after purchasing an additional 1,808,743 shares in the last quarter. Finally, Northwestern Mutual Wealth Management Co. increased its holdings in 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 worth $775,405,000 after purchasing an additional 1,616,966 shares during the period.
Schwab US Large-Cap ETF Price Performance
SCHX stock opened at $29.40 on Monday. The firm has a market capitalization of $71.61 billion, a P/E ratio of 25.66 and a beta of 1.00. The business’s 50-day moving average is $29.11 and its two-hundred day moving average is $27.66. Schwab US Large-Cap ETF has a 1 year low of $24.47 and a 1 year high of $29.95.
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.
Featured Articles
- Five stocks we like better than Schwab US Large-Cap ETF
- Visa’s Open USD Push Puts Circle’s Stablecoin Moat Under Pressure
- This Under-the-Radar Industrial Is Quietly Powering AI
- Why Microsoft Looks Like the Best Big Tech Trade for H2 2026
- Strategy’s Bitcoin Pivot Gives Investors a New Reason to Watch Preferred Shares
Want to see what other hedge funds are holding SCHX? Visit HoldingsChannel.com to get the latest 13F filings and insider trades for Schwab US Large-Cap ETF (NYSEARCA:SCHX – Free Report).
Receive News & Ratings for Schwab US Large-Cap ETF Daily - Enter your email address below to receive a concise daily summary of the latest news and analysts' ratings for Schwab US Large-Cap ETF and related companies with MarketBeat.com's FREE daily email newsletter.
