Schwab US Large-Cap ETF (NYSEARCA:SCHX) Shares Sold by Valley Forge Investment Consultants Inc. ADV

Valley Forge Investment Consultants Inc. ADV cut its position in shares of Schwab US Large-Cap ETF (NYSEARCA:SCHXFree Report) by 15.4% in the 4th quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The fund owned 343,537 shares of the company’s stock after selling 62,734 shares during the quarter. Schwab US Large-Cap ETF comprises 8.6% of Valley Forge Investment Consultants Inc. ADV’s portfolio, making the stock its 3rd biggest position. Valley Forge Investment Consultants Inc. ADV owned about 0.05% of Schwab US Large-Cap ETF worth $19,375,000 at the end of the most recent quarter.

Several other institutional investors and hedge funds also recently modified their holdings of SCHX. Facet Wealth Inc. raised its stake in Schwab US Large-Cap ETF by 4.3% during the fourth quarter. Facet Wealth Inc. now owns 16,004 shares of the company’s stock valued at $937,000 after buying an additional 662 shares in the last quarter. Fusion Capital LLC grew its stake in shares of Schwab US Large-Cap ETF by 4.8% in the fourth quarter. Fusion Capital LLC now owns 6,205 shares of the company’s stock worth $350,000 after purchasing an additional 285 shares in the last quarter. Tradewinds Capital Management LLC raised its stake in shares of Schwab US Large-Cap ETF by 11,142.9% during the fourth quarter. Tradewinds Capital Management LLC now owns 530,778 shares of the company’s stock valued at $29,936,000 after purchasing an additional 526,057 shares in the last quarter. Grant GrossMendelsohn LLC grew its position in Schwab US Large-Cap ETF by 32.5% in the 4th quarter. Grant GrossMendelsohn LLC now owns 25,606 shares of the company’s stock valued at $1,480,000 after buying an additional 6,278 shares in the last quarter. Finally, Summit Investment Advisory Services LLC bought a new stake in shares of Schwab US Large-Cap ETF during the 4th quarter worth about $212,000.

Schwab US Large-Cap ETF Trading Down 0.8 %

NYSEARCA:SCHX traded down $0.51 during midday trading on Thursday, hitting $62.29. 1,906,398 shares of the stock were exchanged, compared to its average volume of 1,718,817. Schwab US Large-Cap ETF has a one year low of $48.31 and a one year high of $63.15. The company has a market capitalization of $40.61 billion, a price-to-earnings ratio of 26.53 and a beta of 1.02. The business has a 50-day moving average price of $61.13 and a two-hundred day moving average price of $58.21.

Schwab US Large-Cap ETF Profile

(Free Report)

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.

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Institutional Ownership by Quarter for Schwab US Large-Cap ETF (NYSEARCA:SCHX)

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