Wealthspire Advisors LLC Lowers Stock Position in Schwab US Large-Cap ETF (NYSEARCA:SCHX)

Wealthspire Advisors LLC reduced its position in Schwab US Large-Cap ETF (NYSEARCA:SCHX) by 3.0% during the 4th quarter, HoldingsChannel.com reports. The firm owned 1,178,173 shares of the company’s stock after selling 36,209 shares during the quarter. Schwab US Large-Cap ETF makes up approximately 0.9% of Wealthspire Advisors LLC’s investment portfolio, making the stock its 22nd biggest position. Wealthspire Advisors LLC’s holdings in Schwab US Large-Cap ETF were worth $66,449,000 at the end of the most recent quarter.

A number of other institutional investors have also modified their holdings of SCHX. Charles Schwab Investment Advisory Inc. increased its position in shares of Schwab US Large-Cap ETF by 0.4% during the fourth quarter. Charles Schwab Investment Advisory Inc. now owns 96,674,149 shares of the company’s stock worth $5,452,422,000 after acquiring an additional 395,462 shares during the last quarter. Charles Schwab Investment Management Inc. lifted its position in shares of Schwab US Large-Cap ETF by 5.7% during the fourth quarter. Charles Schwab Investment Management Inc. now owns 48,144,743 shares of the company’s stock worth $2,715,363,000 after purchasing an additional 2,579,005 shares during the last quarter. Cerity Partners LLC grew its stake in Schwab US Large-Cap ETF by 518.6% in the fourth quarter. Cerity Partners LLC now owns 28,300,987 shares of the company’s stock worth $1,596,176,000 after purchasing an additional 23,726,348 shares in the last quarter. HBK Sorce Advisory LLC increased its holdings in shares of Schwab US Large-Cap ETF by 17.9% in the 4th quarter. HBK Sorce Advisory LLC now owns 10,281,650 shares of the company’s stock valued at $579,885,000 after acquiring an additional 1,559,108 shares during the last quarter. Finally, Moneta Group Investment Advisors LLC raised its holdings in shares of Schwab US Large-Cap ETF by 2.9% during the third quarter. Moneta Group Investment Advisors LLC now owns 7,231,947 shares of the company’s stock worth $365,937,000 after purchasing an additional 205,013 shares during the period.

Schwab US Large-Cap ETF Price Performance

Shares of SCHX traded up $0.39 during trading hours on Thursday, hitting $61.67. The stock had a trading volume of 1,305,150 shares, compared to its average volume of 1,804,861. Schwab US Large-Cap ETF has a 52 week low of $48.22 and a 52 week high of $62.24. The stock has a market capitalization of $40.02 billion, a price-to-earnings ratio of 25.47 and a beta of 1.02. The company’s fifty day moving average is $60.78 and its two-hundred day moving average is $57.29.

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.