FIDELIS iM LLC Grows Holdings in Schwab US Large-Cap ETF $SCHX

FIDELIS iM LLC raised its stake in shares of Schwab US Large-Cap ETF (NYSEARCA:SCHX) by 5.7% during the first quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The firm owned 1,588,906 shares of the company’s stock after purchasing an additional 85,198 shares during the quarter. Schwab US Large-Cap ETF makes up about 15.4% of FIDELIS iM LLC’s holdings, making the stock its biggest holding. FIDELIS iM LLC’s holdings in Schwab US Large-Cap ETF were worth $40,740,000 as of its most recent filing with the Securities and Exchange Commission.

Other institutional investors have also added to or reduced their stakes in the company. Brighton Jones LLC boosted its position in Schwab US Large-Cap ETF by 198.5% during the 4th quarter. Brighton Jones LLC now owns 211,330 shares of the company’s stock valued at $4,899,000 after acquiring an additional 140,539 shares in the last quarter. Russell Investments Group Ltd. raised its position in shares of Schwab US Large-Cap ETF by 33.3% in the 2nd quarter. Russell Investments Group Ltd. now owns 62,112 shares of the company’s stock worth $1,518,000 after acquiring an additional 15,522 shares in the last quarter. First Trust Advisors LP purchased a new position in shares of Schwab US Large-Cap ETF in the 2nd quarter valued at approximately $633,000. Baird Financial Group Inc. lifted its stake in shares of Schwab US Large-Cap ETF by 25.1% in the 2nd quarter. Baird Financial Group Inc. now owns 35,076 shares of the company’s stock valued at $857,000 after purchasing an additional 7,045 shares during the period. Finally, Ieq Capital LLC boosted its position in shares of Schwab US Large-Cap ETF by 9.1% during the second quarter. Ieq Capital LLC now owns 247,992 shares of the company’s stock valued at $6,061,000 after purchasing an additional 20,758 shares in the last quarter.

Schwab US Large-Cap ETF Stock Down 0.5%

Shares of SCHX stock opened at $29.49 on Wednesday. The business’s fifty day moving average is $29.17 and its 200 day moving average is $27.70. The stock has a market cap of $71.83 billion, a price-to-earnings ratio of 25.66 and a beta of 1.00. Schwab US Large-Cap ETF has a twelve month low of $24.47 and a twelve month 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.