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

Ashford Advisors LLC reduced its holdings in Schwab US Large-Cap ETF (NYSEARCA:SCHX) by 2.1% during the 1st quarter, according to its most recent filing with the Securities and Exchange Commission. The fund owned 1,327,249 shares of the company’s stock after selling 28,078 shares during the period. Schwab US Large-Cap ETF accounts for about 7.9% of Ashford Advisors LLC’s portfolio, making the stock its 4th largest holding. Ashford Advisors LLC owned about 0.06% of Schwab US Large-Cap ETF worth $34,031,000 as of its most recent SEC filing.

Several other institutional investors and hedge funds have also recently added to or reduced their stakes in SCHX. IFC & Insurance Marketing Inc. acquired a new position in shares of Schwab US Large-Cap ETF during the 4th quarter worth approximately $25,000. Measured Wealth Private Client Group LLC acquired a new stake in shares of Schwab US Large-Cap ETF in the 3rd quarter valued at approximately $26,000. Optima Capital LLC acquired a new stake in shares of Schwab US Large-Cap ETF in the 4th quarter valued at approximately $29,000. Tidemark LLC grew its stake in shares of Schwab US Large-Cap ETF by 474.3% in the fourth quarter. Tidemark LLC now owns 1,275 shares of the company’s stock valued at $34,000 after buying an additional 1,053 shares in the last quarter. Finally, Signature Resources Capital Management LLC grew its stake in shares of Schwab US Large-Cap ETF by 510.5% in the first quarter. Signature Resources Capital Management LLC now owns 1,337 shares of the company’s stock valued at $34,000 after buying an additional 1,118 shares in the last quarter.

Schwab US Large-Cap ETF Trading Down 0.4%

Shares of SCHX opened at $29.61 on Friday. The company’s fifty day simple moving average is $29.34 and its 200 day simple moving average is $27.83. Schwab US Large-Cap ETF has a 1-year low of $24.52 and a 1-year high of $29.95. 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 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.