Diversify Advisory Services LLC Trims Stock Holdings in Schwab US Large-Cap ETF (NYSEARCA:SCHX)

Diversify Advisory Services LLC decreased its holdings in shares of Schwab US Large-Cap ETF (NYSEARCA:SCHX) by 1.3% during the fourth quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The firm owned 125,675 shares of the company’s stock after selling 1,595 shares during the quarter. Diversify Advisory Services LLC’s holdings in Schwab US Large-Cap ETF were worth $2,893,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

Several other institutional investors have also recently made changes to their positions in SCHX. US Bancorp DE lifted its holdings in Schwab US Large-Cap ETF by 43.8% during the 3rd quarter. US Bancorp DE now owns 20,593,427 shares of the company’s stock worth $1,397,264,000 after purchasing an additional 6,275,290 shares in the last quarter. Campbell Wealth Management bought a new stake in shares of Schwab US Large-Cap ETF during the third quarter valued at about $346,668,000. Orgel Wealth Management LLC lifted its holdings in shares of Schwab US Large-Cap ETF by 206.0% in the fourth quarter. Orgel Wealth Management LLC now owns 4,630,059 shares of the company’s stock worth $107,325,000 after buying an additional 3,116,909 shares in the last quarter. Marcum Wealth LLC boosted its position in shares of Schwab US Large-Cap ETF by 190.6% in the fourth quarter. Marcum Wealth LLC now owns 3,723,872 shares of the company’s stock valued at $86,319,000 after acquiring an additional 2,442,216 shares during the period. Finally, Bangor Savings Bank grew its stake in Schwab US Large-Cap ETF by 194.3% during the fourth quarter. Bangor Savings Bank now owns 3,508,454 shares of the company’s stock valued at $81,326,000 after acquiring an additional 2,316,319 shares in the last quarter.

Schwab US Large-Cap ETF Trading Up 1.0 %

Schwab US Large-Cap ETF stock opened at $23.71 on Monday. Schwab US Large-Cap ETF has a 1-year low of $18.66 and a 1-year high of $24.19. The firm has a market capitalization of $15.46 billion, a PE ratio of 26.53 and a beta of 1.02. The firm’s 50 day simple moving average is $23.60 and its 200 day simple moving average is $22.65.

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.