Bell Investment Advisors Inc trimmed its holdings in Schwab US Large-Cap ETF (NYSEARCA:SCHX – Free Report) by 7.2% in the 2nd quarter, according to its most recent disclosure with the SEC. The firm owned 927,718 shares of the company’s stock after selling 71,632 shares during the period. Schwab US Large-Cap ETF makes up about 3.9% of Bell Investment Advisors Inc’s holdings, making the stock its 8th largest holding. Bell Investment Advisors Inc’s holdings in Schwab US Large-Cap ETF were worth $22,673,000 as of its most recent SEC filing.
A number of other institutional investors and hedge funds also recently added to or reduced their stakes in SCHX. CM Wealth Advisors LLC grew its holdings in shares of Schwab US Large-Cap ETF by 1.3% during the 2nd quarter. CM Wealth Advisors LLC now owns 32,538 shares of the company’s stock worth $795,000 after purchasing an additional 414 shares during the period. Dumont & Blake Investment Advisors LLC lifted its position in Schwab US Large-Cap ETF by 3.4% in the second quarter. Dumont & Blake Investment Advisors LLC now owns 13,043 shares of the company’s stock valued at $319,000 after buying an additional 433 shares during the last quarter. Asset Management Group Inc. boosted its stake in Schwab US Large-Cap ETF by 0.3% during the first quarter. Asset Management Group Inc. now owns 175,006 shares of the company’s stock worth $3,864,000 after buying an additional 452 shares during the period. Bryn Mawr Trust Advisors LLC boosted its stake in Schwab US Large-Cap ETF by 0.6% during the second quarter. Bryn Mawr Trust Advisors LLC now owns 82,388 shares of the company’s stock worth $2,014,000 after buying an additional 453 shares during the period. Finally, Westbourne Investments Inc. increased its position in shares of Schwab US Large-Cap ETF by 0.7% during the second quarter. Westbourne Investments Inc. now owns 69,563 shares of the company’s stock valued at $1,700,000 after acquiring an additional 455 shares during the last quarter.
Schwab US Large-Cap ETF Stock Performance
Shares of SCHX stock opened at $26.54 on Friday. The firm has a market cap of $61.63 billion, a P/E ratio of 25.66 and a beta of 1.01. The firm’s 50 day moving average price is $26.46 and its 200-day moving average price is $25.04. Schwab US Large-Cap ETF has a one year low of $19.00 and a one year high of $27.27.
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.
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