Mission Wealth Management LP Trims Holdings in Schwab US Large-Cap ETF $SCHX

Mission Wealth Management LP decreased its holdings in Schwab US Large-Cap ETF (NYSEARCA:SCHX) by 14.4% during the fourth quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The firm owned 426,374 shares of the company’s stock after selling 71,515 shares during the period. Mission Wealth Management LP’s holdings in Schwab US Large-Cap ETF were worth $11,474,000 as of its most recent filing with the Securities & Exchange Commission.

Other institutional investors have also recently made changes to their positions in the company. Measured Wealth Private Client Group LLC purchased a new position in shares of Schwab US Large-Cap ETF during the third quarter valued at $26,000. Optima Capital LLC purchased a new position in shares of Schwab US Large-Cap ETF during the fourth quarter valued at $29,000. Ransom Advisory Ltd purchased a new position in shares of Schwab US Large-Cap ETF during the fourth quarter valued at $40,000. First Command Advisory Services Inc. purchased a new position in shares of Schwab US Large-Cap ETF during the third quarter valued at $43,000. Finally, Grey Fox Wealth Advisors LLC purchased a new position in shares of Schwab US Large-Cap ETF during the third quarter valued at $49,000.

Schwab US Large-Cap ETF Stock Performance

Shares of Schwab US Large-Cap ETF stock opened at $29.04 on Monday. The firm has a market cap of $70.03 billion, a P/E ratio of 25.66 and a beta of 1.01. Schwab US Large-Cap ETF has a 12 month low of $21.81 and a 12 month high of $29.46. The stock’s fifty day moving average price is $27.11 and its 200-day moving average price is $27.03.

Schwab US Large-Cap ETF 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. The Index is a float-adjusted market capitalization weighted index. The types of derivatives used by the Fund are options, futures, options on futures and swaps.