Ashford Advisors LLC Has $34.03 Million Stock Holdings in Schwab US Large-Cap ETF $SCHX

Ashford Advisors LLC lessened its holdings in shares of Schwab US Large-Cap ETF (NYSEARCA:SCHX) by 2.1% during the first quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The institutional investor owned 1,327,249 shares of the company’s stock after selling 28,078 shares during the period. Schwab US Large-Cap ETF comprises 7.9% of Ashford Advisors LLC’s holdings, making the stock its 4th largest holding. Ashford Advisors LLC’s holdings in Schwab US Large-Cap ETF were worth $34,031,000 as of its most recent SEC filing.

Several other hedge funds also recently made changes to their positions in SCHX. Corient Private Wealth LLC raised its position in shares of Schwab US Large-Cap ETF by 163.9% in the second quarter. Corient Private Wealth LLC now owns 12,518,206 shares of the company’s stock valued at $306,087,000 after buying an additional 7,775,179 shares in the last quarter. EP Wealth Advisors LLC acquired a new stake in Schwab US Large-Cap ETF during the fourth quarter worth approximately $86,562,000. Fund Evaluation Group LLC increased its stake in Schwab US Large-Cap ETF by 32.4% during the 4th quarter. Fund Evaluation Group LLC now owns 9,492,565 shares of the company’s stock worth $255,445,000 after acquiring an additional 2,325,216 shares during the period. Northwestern Mutual Wealth Management Co. increased its stake in Schwab US Large-Cap ETF by 5.8% during the 3rd quarter. Northwestern Mutual Wealth Management Co. now owns 29,438,303 shares of the company’s stock worth $775,405,000 after acquiring an additional 1,616,966 shares during the period. Finally, Bank of America Corp DE raised its holdings in Schwab US Large-Cap ETF by 19.2% in the 3rd quarter. Bank of America Corp DE now owns 9,204,094 shares of the company’s stock valued at $242,436,000 after acquiring an additional 1,479,921 shares in the last quarter.

Schwab US Large-Cap ETF Stock Performance

NYSEARCA:SCHX opened at $29.61 on Friday. The stock has a fifty day moving average price of $29.34 and a 200-day moving average price of $27.83. The company has a market cap of $72.46 billion, a price-to-earnings ratio of 25.66 and a beta of 1.00. Schwab US Large-Cap ETF has a fifty-two week low of $24.52 and a fifty-two week high of $29.95.

Schwab US Large-Cap ETF Company 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.