Schwab US Large-Cap ETF (NYSEARCA:SCHX) Holdings Lifted by EP Wealth Advisors LLC

EP Wealth Advisors LLC grew its holdings in shares of Schwab US Large-Cap ETF (NYSEARCA:SCHX) by 11.2% during the second quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The fund owned 96,206 shares of the company’s stock after buying an additional 9,672 shares during the period. EP Wealth Advisors LLC’s holdings in Schwab US Large-Cap ETF were worth $6,181,000 as of its most recent filing with the Securities and Exchange Commission.

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

Schwab US Large-Cap ETF Stock Up 0.4 %

NYSEARCA:SCHX opened at $67.85 on Tuesday. Schwab US Large-Cap ETF has a 52-week low of $48.31 and a 52-week high of $67.92. The firm has a market cap of $44.23 billion, a P/E ratio of 26.53 and a beta of 1.02. The business’s 50-day moving average price is $65.31 and its 200 day moving average price is $63.56.

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.