Schwab US Large-Cap ETF $SCHX is FIDELIS iM LLC’s Largest Position

FIDELIS iM LLC lifted its position in Schwab US Large-Cap ETF (NYSEARCA:SCHX) by 5.7% during the 1st quarter, according to its most recent disclosure with the SEC. The fund owned 1,588,906 shares of the company’s stock after purchasing an additional 85,198 shares during the period. Schwab US Large-Cap ETF comprises approximately 15.4% of FIDELIS iM LLC’s portfolio, making the stock its biggest holding. FIDELIS iM LLC owned about 0.07% of Schwab US Large-Cap ETF worth $40,740,000 at the end of the most recent reporting period.

A number of other hedge funds and other institutional investors also recently added to or reduced their stakes in the company. Corient Private Wealth LLC boosted its position in Schwab US Large-Cap ETF by 163.9% during the 2nd 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 during the period. EP Wealth Advisors LLC purchased a new position in shares of Schwab US Large-Cap ETF in the fourth quarter valued at about $86,562,000. Fund Evaluation Group LLC raised its stake in shares of Schwab US Large-Cap ETF by 32.4% during the fourth quarter. Fund Evaluation Group LLC now owns 9,492,565 shares of the company’s stock valued at $255,445,000 after acquiring an additional 2,325,216 shares during the last quarter. Moneta Group Investment Advisors LLC raised its stake in shares of Schwab US Large-Cap ETF by 5.5% during the third quarter. Moneta Group Investment Advisors LLC now owns 34,779,046 shares of the company’s stock valued at $916,080,000 after acquiring an additional 1,808,743 shares during the last quarter. Finally, Northwestern Mutual Wealth Management Co. boosted its holdings in shares of Schwab US Large-Cap ETF by 5.8% during the third quarter. Northwestern Mutual Wealth Management Co. now owns 29,438,303 shares of the company’s stock worth $775,405,000 after purchasing an additional 1,616,966 shares during the period.

Schwab US Large-Cap ETF Price Performance

NYSEARCA SCHX opened at $29.49 on Wednesday. The stock has a market capitalization of $71.83 billion, a PE ratio of 25.66 and a beta of 1.00. Schwab US Large-Cap ETF has a 1 year low of $24.47 and a 1 year high of $29.95. The business’s 50-day moving average is $29.17 and its 200 day moving average is $27.70.

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.