IMA Advisory Services Inc. Decreases Stock Position in Schwab US Large-Cap ETF $SCHX

IMA Advisory Services Inc. lowered its stake in shares of Schwab US Large-Cap ETF (NYSEARCA:SCHX) by 1.0% during the 4th quarter, according to the company in its most recent 13F filing with the SEC. The institutional investor owned 1,788,112 shares of the company’s stock after selling 17,671 shares during the quarter. Schwab US Large-Cap ETF accounts for 4.6% of IMA Advisory Services Inc.’s investment portfolio, making the stock its 5th biggest position. IMA Advisory Services Inc. owned 0.08% of Schwab US Large-Cap ETF worth $48,118,000 as of its most recent filing with the SEC.

Other hedge funds also recently made changes to their positions in the company. Measured Wealth Private Client Group LLC bought a new position in Schwab US Large-Cap ETF in the third quarter valued at $26,000. Optima Capital LLC purchased a new stake in Schwab US Large-Cap ETF during the fourth quarter valued at about $29,000. Tidemark LLC lifted its stake in Schwab US Large-Cap ETF by 474.3% during the fourth quarter. Tidemark LLC now owns 1,275 shares of the company’s stock worth $34,000 after purchasing an additional 1,053 shares during the last quarter. Ransom Advisory Ltd bought a new stake in Schwab US Large-Cap ETF during the fourth quarter worth about $40,000. Finally, Lodestone Wealth Management LLC purchased a new position in shares of Schwab US Large-Cap ETF in the 4th quarter worth about $50,000.

Schwab US Large-Cap ETF Stock Performance

Shares of Schwab US Large-Cap ETF stock opened at $29.05 on Monday. The firm has a market capitalization of $70.05 billion, a PE ratio of 25.66 and a beta of 1.01. Schwab US Large-Cap ETF has a 12 month low of $21.81 and a 12 month high of $29.95. The business’s 50-day moving average price is $28.07 and its 200-day moving average price is $27.31.

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.