Wealthspire Retirement LLC Sells 24,356 Shares of Schwab US Large-Cap ETF $SCHX

Wealthspire Retirement LLC lowered its stake in Schwab US Large-Cap ETF (NYSEARCA:SCHX) by 10.9% during the first quarter, according to the company in its most recent filing with the SEC. The fund owned 199,959 shares of the company’s stock after selling 24,356 shares during the period. Wealthspire Retirement LLC’s holdings in Schwab US Large-Cap ETF were worth $5,127,000 as of its most recent filing with the SEC.

Several other large investors have also recently bought and sold shares of SCHX. Bfsg LLC lifted its position in Schwab US Large-Cap ETF by 0.8% during the fourth quarter. Bfsg LLC now owns 49,029 shares of the company’s stock worth $1,319,000 after acquiring an additional 374 shares during the last quarter. Revisor Wealth Management LLC boosted its holdings in shares of Schwab US Large-Cap ETF by 0.7% during the first quarter. Revisor Wealth Management LLC now owns 54,692 shares of the company’s stock worth $1,402,000 after acquiring an additional 377 shares during the period. Sound Stewardship LLC grew its position in shares of Schwab US Large-Cap ETF by 2.6% in the fourth quarter. Sound Stewardship LLC now owns 14,789 shares of the company’s stock valued at $398,000 after purchasing an additional 381 shares during the last quarter. Carmel Capital Partners LLC grew its position in shares of Schwab US Large-Cap ETF by 2.0% in the first quarter. Carmel Capital Partners LLC now owns 20,088 shares of the company’s stock valued at $515,000 after purchasing an additional 385 shares during the last quarter. Finally, Traub Capital Management LLC increased its stake in shares of Schwab US Large-Cap ETF by 2.6% during the fourth quarter. Traub Capital Management LLC now owns 15,891 shares of the company’s stock worth $428,000 after purchasing an additional 400 shares during the period.

Schwab US Large-Cap ETF Trading Down 0.1%

Shares of NYSEARCA SCHX opened at $29.44 on Thursday. The firm has a market cap of $71.68 billion, a P/E ratio of 25.66 and a beta of 1.00. The business’s 50 day moving average is $29.37 and its 200-day moving average is $27.89. Schwab US Large-Cap ETF has a 1-year low of $24.52 and a 1-year high of $29.95.

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.