JMG Financial Group Ltd. Has $227.28 Million Position in Schwab US Large-Cap ETF $SCHX

JMG Financial Group Ltd. lowered its position in shares of Schwab US Large-Cap ETF (NYSEARCA:SCHX) by 3.8% in the 4th quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The institutional investor owned 8,445,906 shares of the company’s stock after selling 338,104 shares during the period. Schwab US Large-Cap ETF makes up approximately 6.4% of JMG Financial Group Ltd.’s portfolio, making the stock its 4th largest position. JMG Financial Group Ltd. owned approximately 0.36% of Schwab US Large-Cap ETF worth $227,279,000 at the end of the most recent quarter.

Several other institutional investors and hedge funds also recently made changes to their positions in the company. Bfsg LLC increased its position in shares of Schwab US Large-Cap ETF by 0.8% during the fourth quarter. Bfsg LLC now owns 49,029 shares of the company’s stock valued at $1,319,000 after acquiring an additional 374 shares in the last quarter. Sound Stewardship LLC increased its position in shares of Schwab US Large-Cap ETF by 2.6% during the fourth quarter. Sound Stewardship LLC now owns 14,789 shares of the company’s stock valued at $398,000 after acquiring an additional 381 shares in the last quarter. Independent Advisor Alliance increased its position in shares of Schwab US Large-Cap ETF by 1.1% during the third quarter. Independent Advisor Alliance now owns 35,309 shares of the company’s stock valued at $930,000 after acquiring an additional 392 shares in the last quarter. Traub Capital Management LLC increased its position 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 valued at $428,000 after acquiring an additional 400 shares in the last quarter. Finally, Cadence Wealth Management LLC increased its position in shares of Schwab US Large-Cap ETF by 2.9% during the fourth quarter. Cadence Wealth Management LLC now owns 14,389 shares of the company’s stock valued at $387,000 after acquiring an additional 401 shares in the last quarter.

Schwab US Large-Cap ETF Stock Performance

NYSEARCA:SCHX opened at $29.76 on Monday. Schwab US Large-Cap ETF has a 12 month low of $21.81 and a 12 month high of $29.83. The company has a market cap of $71.76 billion, a PE ratio of 25.66 and a beta of 1.01. The company has a 50 day simple moving average of $27.69 and a two-hundred day simple moving average of $27.20.

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.