Schwab US Large-Cap ETF $SCHX Position Reduced by RKL Wealth Management LLC

RKL Wealth Management LLC lessened its holdings in shares of Schwab US Large-Cap ETF (NYSEARCA:SCHX) by 13.3% in the first quarter, according to its most recent disclosure with the Securities & Exchange Commission. The firm owned 1,861,871 shares of the company’s stock after selling 285,943 shares during the quarter. Schwab US Large-Cap ETF comprises approximately 4.3% of RKL Wealth Management LLC’s portfolio, making the stock its 4th biggest holding. RKL Wealth Management LLC owned 0.08% of Schwab US Large-Cap ETF worth $47,738,000 at the end of the most recent quarter.

Other large investors have also recently modified their holdings of the company. Bfsg LLC lifted its stake in shares of Schwab US Large-Cap ETF by 0.8% during the 4th quarter. Bfsg LLC now owns 49,029 shares of the company’s stock valued at $1,319,000 after buying an additional 374 shares in the last quarter. Sound Stewardship LLC grew its stake in Schwab US Large-Cap ETF by 2.6% in the 4th quarter. Sound Stewardship LLC now owns 14,789 shares of the company’s stock valued at $398,000 after buying an additional 381 shares in the last quarter. Traub Capital Management LLC grew its stake in Schwab US Large-Cap ETF by 2.6% in the 4th quarter. Traub Capital Management LLC now owns 15,891 shares of the company’s stock valued at $428,000 after buying an additional 400 shares in the last quarter. Cadence Wealth Management LLC raised its holdings in Schwab US Large-Cap ETF by 2.9% during the 4th 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 during the period. Finally, Goldstein Advisors LLC raised its holdings in Schwab US Large-Cap ETF by 1.5% during the 4th quarter. Goldstein Advisors LLC now owns 26,484 shares of the company’s stock valued at $713,000 after acquiring an additional 401 shares during the period.

Schwab US Large-Cap ETF Price Performance

NYSEARCA:SCHX opened at $29.39 on Thursday. The company has a market cap of $71.54 billion, a P/E ratio of 25.66 and a beta of 1.00. The stock’s fifty day moving average price is $29.05 and its two-hundred day moving average price is $27.63. Schwab US Large-Cap ETF has a 1 year low of $24.41 and a 1 year high of $29.95.

About Schwab US Large-Cap ETF

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.