Schwab US Large-Cap ETF (NYSEARCA:SCHX) is Castle Wealth Management LLC’s Largest Position

Castle Wealth Management LLC lowered its holdings in Schwab US Large-Cap ETF (NYSEARCA:SCHX) by 4.1% in the fourth quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The institutional investor owned 150,413 shares of the company’s stock after selling 6,461 shares during the period. Schwab US Large-Cap ETF makes up 5.1% of Castle Wealth Management LLC’s portfolio, making the stock its biggest position. Castle Wealth Management LLC’s holdings in Schwab US Large-Cap ETF were worth $8,483,000 at the end of the most recent quarter.

A number of other hedge funds also recently modified their holdings of the business. Providence Capital Advisors LLC acquired a new position in shares of Schwab US Large-Cap ETF in the third quarter worth $26,000. Stonebridge Capital Advisors LLC acquired a new position in shares of Schwab US Large-Cap ETF in the fourth quarter worth $32,000. Cordant Inc. increased its stake in shares of Schwab US Large-Cap ETF by 133.9% in the fourth quarter. Cordant Inc. now owns 594 shares of the company’s stock worth $34,000 after acquiring an additional 340 shares during the last quarter. PCA Investment Advisory Services Inc. acquired a new position in shares of Schwab US Large-Cap ETF in the second quarter worth $35,000. Finally, Citigroup Inc. increased its position in Schwab US Large-Cap ETF by 832.9% during the first quarter. Citigroup Inc. now owns 737 shares of the company’s stock worth $40,000 after buying an additional 658 shares during the last quarter.

Schwab US Large-Cap ETF Trading Down 0.8 %

Schwab US Large-Cap ETF stock traded down $0.46 during mid-day trading on Friday, hitting $58.70. 2,110,726 shares of the company’s stock were exchanged, compared to its average volume of 1,866,740. The stock has a market cap of $38.03 billion, a P/E ratio of 25.60 and a beta of 1.02. Schwab US Large-Cap ETF has a 1-year low of $47.57 and a 1-year high of $62.24. The stock has a 50 day moving average of $60.62 and a two-hundred day moving average of $56.43.

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.