Concurrent Investment Advisors LLC Has $11.20 Million Stock Position in Schwab US Large-Cap ETF $SCHX

Concurrent Investment Advisors LLC decreased its position in Schwab US Large-Cap ETF (NYSEARCA:SCHX) by 11.2% in the 2nd quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The institutional investor owned 458,386 shares of the company’s stock after selling 57,951 shares during the period. Concurrent Investment Advisors LLC’s holdings in Schwab US Large-Cap ETF were worth $11,203,000 as of its most recent SEC filing.

Several other large investors have also recently added to or reduced their stakes in the company. Johnson Investment Counsel Inc. raised its holdings in Schwab US Large-Cap ETF by 0.9% in the 2nd quarter. Johnson Investment Counsel Inc. now owns 4,887,034 shares of the company’s stock valued at $119,439,000 after acquiring an additional 45,729 shares in the last quarter. Trust Co. of Toledo NA OH acquired a new position in Schwab US Large-Cap ETF in the 2nd quarter valued at approximately $149,000. Summit Place Financial Advisors LLC grew its stake in shares of Schwab US Large-Cap ETF by 6.4% in the 2nd quarter. Summit Place Financial Advisors LLC now owns 157,231 shares of the company’s stock valued at $3,843,000 after purchasing an additional 9,520 shares during the period. JFS Wealth Advisors LLC grew its stake in shares of Schwab US Large-Cap ETF by 2.6% in the 2nd quarter. JFS Wealth Advisors LLC now owns 73,022 shares of the company’s stock valued at $1,785,000 after purchasing an additional 1,847 shares during the period. Finally, VanderPol Investments L.L.C. grew its stake in shares of Schwab US Large-Cap ETF by 6.4% in the 2nd quarter. VanderPol Investments L.L.C. now owns 270,486 shares of the company’s stock valued at $6,611,000 after purchasing an additional 16,336 shares during the period.

Schwab US Large-Cap ETF Trading Down 2.7%

SCHX stock opened at $25.85 on Friday. Schwab US Large-Cap ETF has a 1-year low of $19.00 and a 1-year high of $26.68. The firm has a market cap of $59.90 billion, a P/E ratio of 25.66 and a beta of 1.01. The business’s 50 day moving average is $25.82 and its 200-day moving average is $24.05.

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.