EverSource Wealth Advisors LLC Has $613,000 Holdings in Schwab US Large-Cap ETF (NYSEARCA:SCHX)

EverSource Wealth Advisors LLC raised its stake in Schwab US Large-Cap ETF (NYSEARCA:SCHX) by 243.1% during the 1st quarter, according to the company in its most recent 13F filing with the SEC. The firm owned 10,304 shares of the company’s stock after buying an additional 7,301 shares during the quarter. EverSource Wealth Advisors LLC’s holdings in Schwab US Large-Cap ETF were worth $613,000 at the end of the most recent reporting period.

Several other large investors have also recently added to or reduced their stakes in the stock. Clear Point Advisors Inc. increased its stake in Schwab US Large-Cap ETF by 0.5% in the 1st quarter. Clear Point Advisors Inc. now owns 29,784 shares of the company’s stock valued at $1,848,000 after buying an additional 160 shares during the period. Capital Performance Advisors LLP increased its stake in 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 buying an additional 167 shares during the period. Transform Wealth LLC increased its stake in 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 valued at $728,000 after buying an additional 171 shares during the period. Connecticut Wealth Management LLC increased its stake in Schwab US Large-Cap ETF by 3.7% in the 1st quarter. Connecticut Wealth Management LLC now owns 4,827 shares of the company’s stock valued at $300,000 after buying an additional 173 shares during the period. Finally, Janney Montgomery Scott LLC increased its stake in Schwab US Large-Cap ETF by 0.5% in the 1st 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 Price Performance

Schwab US Large-Cap ETF stock traded down $1.24 during trading hours on Friday, hitting $62.99. The company had a trading volume of 1,953,875 shares, compared to its average volume of 1,661,062. The firm’s fifty day moving average is $64.36 and its 200-day moving average is $61.66. Schwab US Large-Cap ETF has a fifty-two week low of $48.31 and a fifty-two week high of $66.83. The firm has a market capitalization of $41.06 billion, a P/E ratio of 26.53 and a beta of 1.02.

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.