Modera Wealth Management LLC Lowers Holdings in Schwab US Large-Cap ETF $SCHX

Modera Wealth Management LLC decreased its stake in shares of Schwab US Large-Cap ETF (NYSEARCA:SCHX) by 1.9% in the fourth quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The fund owned 1,496,412 shares of the company’s stock after selling 28,630 shares during the quarter. Modera Wealth Management LLC owned about 0.06% of Schwab US Large-Cap ETF worth $40,268,000 at the end of the most recent quarter.

Other large investors have also added to or reduced their stakes in the company. Measured Wealth Private Client Group LLC purchased a new position in Schwab US Large-Cap ETF during the third quarter valued at $26,000. DiNuzzo Private Wealth Inc. raised its stake in Schwab US Large-Cap ETF by 61.2% during the third quarter. DiNuzzo Private Wealth Inc. now owns 1,093 shares of the company’s stock valued at $28,000 after buying an additional 415 shares during the last quarter. Ransom Advisory Ltd purchased a new position in Schwab US Large-Cap ETF during the fourth quarter valued at $40,000. First Command Advisory Services Inc. purchased a new position in Schwab US Large-Cap ETF during the third quarter valued at $43,000. Finally, Manning & Napier Advisors LLC raised its stake in Schwab US Large-Cap ETF by 31.4% during the third quarter. Manning & Napier Advisors LLC now owns 1,693 shares of the company’s stock valued at $45,000 after buying an additional 405 shares during the last quarter.

Schwab US Large-Cap ETF Trading Up 0.5%

Shares of NYSEARCA:SCHX opened at $25.99 on Tuesday. The stock has a fifty day simple moving average of $26.62 and a two-hundred day simple moving average of $26.72. The stock has a market capitalization of $62.26 billion, a price-to-earnings ratio of 25.66 and a beta of 1.01. Schwab US Large-Cap ETF has a 12-month low of $19.00 and a 12-month high of $27.54.

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.