Ashford Advisors LLC Sells 56,542 Shares of Schwab US Large-Cap ETF $SCHX

Ashford Advisors LLC lowered its holdings in shares of Schwab US Large-Cap ETF (NYSEARCA:SCHX) by 4.0% in the third quarter, Holdings Channel reports. The firm owned 1,364,627 shares of the company’s stock after selling 56,542 shares during the quarter. Schwab US Large-Cap ETF accounts for 8.0% of Ashford Advisors LLC’s investment portfolio, making the stock its 4th biggest holding. Ashford Advisors LLC’s holdings in Schwab US Large-Cap ETF were worth $35,944,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

A number of other institutional investors and hedge funds have also made changes to their positions in the business. Bank of Montreal Can grew its position in Schwab US Large-Cap ETF by 6.0% in the 2nd quarter. Bank of Montreal Can now owns 202,214 shares of the company’s stock valued at $4,942,000 after buying an additional 11,420 shares during the last quarter. Janney Montgomery Scott LLC lifted its stake in shares of Schwab US Large-Cap ETF by 2.3% in the 2nd quarter. Janney Montgomery Scott LLC now owns 122,227 shares of the company’s stock worth $2,987,000 after acquiring an additional 2,692 shares during the period. B. Riley Wealth Advisors Inc. acquired a new stake in shares of Schwab US Large-Cap ETF in the 2nd quarter worth $2,266,000. Corient Private Wealth LLC boosted its holdings in shares of Schwab US Large-Cap ETF by 27.6% in the second quarter. Corient Private Wealth LLC now owns 6,051,561 shares of the company’s stock valued at $147,900,000 after acquiring an additional 1,308,534 shares in the last quarter. Finally, Alpha Cubed Investments LLC increased its stake in shares of Schwab US Large-Cap ETF by 20.3% during the second quarter. Alpha Cubed Investments LLC now owns 13,115 shares of the company’s stock worth $321,000 after acquiring an additional 2,214 shares during the period.

Schwab US Large-Cap ETF Stock Up 0.4%

NYSEARCA SCHX opened at $27.46 on Wednesday. The stock has a market capitalization of $64.86 billion, a P/E ratio of 25.66 and a beta of 1.01. Schwab US Large-Cap ETF has a 52-week low of $19.00 and a 52-week high of $27.50. The firm has a 50-day moving average price of $27.00 and a 200 day moving average price of $26.30.

About Schwab US Large-Cap ETF

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.