Simplicity Wealth LLC Has $3.18 Million Position in Schwab US Large-Cap ETF $SCHX

Simplicity Wealth LLC trimmed its position in Schwab US Large-Cap ETF (NYSEARCA:SCHX) by 45.5% in the first quarter, according to its most recent filing with the SEC. The fund owned 123,908 shares of the company’s stock after selling 103,394 shares during the period. Simplicity Wealth LLC’s holdings in Schwab US Large-Cap ETF were worth $3,177,000 as of its most recent filing with the SEC.

A number of other institutional investors and hedge funds have also bought and sold shares of the company. Corient Private Wealth LLC increased 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 buying an additional 7,775,179 shares during the period. EP Wealth Advisors LLC acquired a new stake in shares of Schwab US Large-Cap ETF in the 4th quarter worth about $86,562,000. Fund Evaluation Group LLC grew its position in Schwab US Large-Cap ETF by 32.4% in 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 increased its position in shares of 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 valued at $916,080,000 after purchasing an additional 1,808,743 shares during the last quarter. Finally, Northwestern Mutual Wealth Management Co. increased its holdings in Schwab US Large-Cap ETF by 5.8% during the third quarter. Northwestern Mutual Wealth Management Co. now owns 29,438,303 shares of the company’s stock worth $775,405,000 after buying an additional 1,616,966 shares during the last quarter.

Schwab US Large-Cap ETF Stock Up 0.4%

Schwab US Large-Cap ETF stock traded up $0.11 during midday trading on Friday, reaching $29.74. The stock had a trading volume of 9,821,637 shares, compared to its average volume of 18,987,023. The firm has a market capitalization of $72.46 billion, a PE ratio of 25.66 and a beta of 1.00. Schwab US Large-Cap ETF has a 12 month low of $24.47 and a 12 month high of $29.95. The firm’s 50-day moving average price is $29.26 and its 200 day moving average price is $27.76.

Schwab US Large-Cap ETF Company 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.