Evanson Financial LLC Invests $1.95 Million in Schwab US Large-Cap ETF $SCHX

Evanson Financial LLC bought a new stake in Schwab US Large-Cap ETF (NYSEARCA:SCHX) in the second quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The fund bought 66,398 shares of the company’s stock, valued at approximately $1,954,000.

Several other institutional investors and hedge funds have also modified their holdings of SCHX. Corient Private Wealth LLC boosted its holdings in Schwab US Large-Cap ETF by 163.9% in the 2nd quarter. Corient Private Wealth LLC now owns 12,518,206 shares of the company’s stock valued at $306,087,000 after purchasing an additional 7,775,179 shares during the period. EP Wealth Advisors LLC bought a new position in shares of Schwab US Large-Cap ETF during the fourth quarter worth approximately $86,562,000. Financial Solutions Advisory Group Inc. bought a new position in shares of Schwab US Large-Cap ETF during the first quarter worth approximately $70,778,000. Scarborough Advisors LLC acquired a new stake in shares of Schwab US Large-Cap ETF in the first quarter valued at approximately $60,491,000. Finally, Fund Evaluation Group LLC raised its position in shares of Schwab US Large-Cap ETF by 32.4% in the fourth quarter. Fund Evaluation Group LLC now owns 9,492,565 shares of the company’s stock valued at $255,445,000 after buying an additional 2,325,216 shares in the last quarter.

Schwab US Large-Cap ETF Trading Down 0.2%

Shares of SCHX stock opened at $30.30 on Friday. The stock has a market cap of $73.92 billion, a P/E ratio of 25.66 and a beta of 1.00. The stock has a 50 day simple moving average of $29.43 and a 200 day simple moving average of $28.07. Schwab US Large-Cap ETF has a 1 year low of $24.81 and a 1 year high of $30.63.

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.