Schwab US Large-Cap ETF $SCHX is Embree Financial Group’s 3rd Largest Position

Embree Financial Group lowered its holdings in shares of Schwab US Large-Cap ETF (NYSEARCA:SCHX) by 10.7% during the 4th quarter, Holdings Channel.com reports. The firm owned 1,428,282 shares of the company’s stock after selling 171,191 shares during the quarter. Schwab US Large-Cap ETF accounts for about 4.7% of Embree Financial Group’s investment portfolio, making the stock its 3rd largest holding. Embree Financial Group’s holdings in Schwab US Large-Cap ETF were worth $38,435,000 as of its most recent filing with the SEC.

A number of other large investors also recently added to or reduced their stakes in SCHX. Fortis Capital Advisors LLC boosted its holdings in Schwab US Large-Cap ETF by 4.0% during the 3rd quarter. Fortis Capital Advisors LLC now owns 1,370,889 shares of the company’s stock valued at $36,109,000 after acquiring an additional 53,242 shares during the period. B. Riley Wealth Advisors Inc. purchased a new position in Schwab US Large-Cap ETF in the 2nd quarter worth approximately $2,266,000. Corient Private Wealth LLC increased its stake in Schwab US Large-Cap ETF by 27.6% in the 2nd quarter. Corient Private Wealth LLC now owns 6,051,561 shares of the company’s stock worth $147,900,000 after purchasing an additional 1,308,534 shares during the period. Edgestream Partners L.P. bought a new stake in Schwab US Large-Cap ETF in the second quarter valued at approximately $652,000. Finally, Charles Schwab Trust Co lifted its position in Schwab US Large-Cap ETF by 6.9% in the third quarter. Charles Schwab Trust Co now owns 4,164,209 shares of the company’s stock valued at $109,685,000 after purchasing an additional 268,464 shares during the last quarter.

Schwab US Large-Cap ETF Stock Performance

NYSEARCA:SCHX opened at $25.01 on Monday. Schwab US Large-Cap ETF has a fifty-two week low of $19.00 and a fifty-two week high of $27.54. The firm has a market cap of $59.12 billion, a PE ratio of 25.66 and a beta of 1.01. The business has a 50 day moving average price of $26.79 and a 200-day moving average price of $26.74.

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.