WBH Advisory Inc. Trims Stock Position in Schwab US Large-Cap ETF $SCHX

WBH Advisory Inc. trimmed its holdings in Schwab US Large-Cap ETF (NYSEARCA:SCHX) by 1.6% in the second quarter, according to its most recent disclosure with the SEC. The fund owned 859,916 shares of the company’s stock after selling 13,549 shares during the period. Schwab US Large-Cap ETF accounts for approximately 1.8% of WBH Advisory Inc.’s portfolio, making the stock its 11th largest position. WBH Advisory Inc.’s holdings in Schwab US Large-Cap ETF were worth $21,016,000 as of its most recent SEC filing.

Other institutional investors and hedge funds have also made changes to their positions in the company. US Bancorp DE increased its stake in shares of Schwab US Large-Cap ETF by 5.2% during the first quarter. US Bancorp DE now owns 217,201,393 shares of the company’s stock worth $4,795,807,000 after acquiring an additional 10,782,297 shares during the period. Betterment LLC grew its position in shares of Schwab US Large-Cap ETF by 119.6% in the first quarter. Betterment LLC now owns 13,225,086 shares of the company’s stock valued at $292,010,000 after purchasing an additional 7,201,786 shares during the last quarter. Fund Evaluation Group LLC lifted its stake in shares of Schwab US Large-Cap ETF by 89.4% during the first quarter. Fund Evaluation Group LLC now owns 7,955,519 shares of the company’s stock valued at $175,658,000 after buying an additional 3,755,090 shares during the period. Northwestern Mutual Wealth Management Co. lifted its stake in shares of Schwab US Large-Cap ETF by 17.8% during the first quarter. Northwestern Mutual Wealth Management Co. now owns 24,479,012 shares of the company’s stock valued at $540,497,000 after buying an additional 3,701,133 shares during the period. Finally, Wealthspire Advisors LLC lifted its stake in shares of Schwab US Large-Cap ETF by 95.7% during the first quarter. Wealthspire Advisors LLC now owns 6,083,326 shares of the company’s stock valued at $134,320,000 after buying an additional 2,974,256 shares during the period.

Schwab US Large-Cap ETF Stock Up 0.5%

NYSEARCA:SCHX opened at $26.29 on Monday. The company has a market cap of $60.95 billion, a P/E ratio of 25.66 and a beta of 1.01. Schwab US Large-Cap ETF has a fifty-two week low of $19.00 and a fifty-two week high of $26.68. The firm’s 50 day moving average is $25.94 and its two-hundred day moving average is $24.22.

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.