Schwab US Large-Cap ETF (NYSEARCA:SCHX) is Somerset Group LLC’s 9th Largest Position

Somerset Group LLC boosted its position in shares of Schwab US Large-Cap ETF (NYSEARCA:SCHX) by 20.3% during the 2nd quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The firm owned 55,927 shares of the company’s stock after purchasing an additional 9,440 shares during the quarter. Schwab US Large-Cap ETF comprises about 3.2% of Somerset Group LLC’s portfolio, making the stock its 9th biggest position. Somerset Group LLC’s holdings in Schwab US Large-Cap ETF were worth $3,593,000 at the end of the most recent reporting period.

Other institutional investors and hedge funds have also bought and sold shares of the company. Clear Point Advisors Inc. boosted its stake in shares of Schwab US Large-Cap ETF by 0.5% during the first quarter. Clear Point Advisors Inc. now owns 29,784 shares of the company’s stock valued at $1,848,000 after purchasing an additional 160 shares in the last quarter. Capital Performance Advisors LLP increased its holdings in shares of Schwab US Large-Cap ETF by 1.2% in the 1st quarter. Capital Performance Advisors LLP now owns 13,732 shares of the company’s stock valued at $852,000 after acquiring an additional 167 shares during the period. Transform Wealth LLC raised its position in shares of Schwab US Large-Cap ETF by 1.3% in the 4th quarter. Transform Wealth LLC now owns 12,911 shares of the company’s stock worth $728,000 after acquiring an additional 171 shares in the last quarter. Connecticut Wealth Management LLC lifted its stake in shares of Schwab US Large-Cap ETF by 3.7% during the 1st quarter. Connecticut Wealth Management LLC now owns 4,827 shares of the company’s stock worth $300,000 after purchasing an additional 173 shares during the last quarter. Finally, Janney Montgomery Scott LLC lifted its stake in shares of Schwab US Large-Cap ETF by 0.5% during the 1st quarter. Janney Montgomery Scott LLC now owns 35,290 shares of the company’s stock worth $2,190,000 after purchasing an additional 173 shares during the last quarter.

Schwab US Large-Cap ETF Trading Down 0.3 %

NYSEARCA:SCHX opened at $66.40 on Thursday. Schwab US Large-Cap ETF has a twelve month low of $48.31 and a twelve month high of $67.25. The company’s 50 day moving average is $65.03 and its two-hundred day moving average is $63.16. The company has a market cap of $43.29 billion, a PE ratio of 26.53 and a beta of 1.02.

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.