Schwab US Large-Cap ETF $SCHX Shares Sold by Apriem Advisors

Apriem Advisors trimmed its holdings in Schwab US Large-Cap ETF (NYSEARCA:SCHX) by 3.7% in the fourth quarter, according to its most recent disclosure with the Securities & Exchange Commission. The institutional investor owned 6,166,583 shares of the company’s stock after selling 238,596 shares during the quarter. Schwab US Large-Cap ETF comprises approximately 15.2% of Apriem Advisors’ portfolio, making the stock its biggest position. Apriem Advisors owned approximately 0.26% of Schwab US Large-Cap ETF worth $165,943,000 as of its most recent SEC filing.

Other institutional investors and hedge funds have also recently added to or reduced their stakes in the company. IFC & Insurance Marketing Inc. purchased a new stake in Schwab US Large-Cap ETF in the fourth quarter valued at approximately $25,000. Measured Wealth Private Client Group LLC purchased a new stake in Schwab US Large-Cap ETF in the third quarter valued at approximately $26,000. Optima Capital LLC purchased a new stake in Schwab US Large-Cap ETF in the fourth quarter valued at approximately $29,000. Tidemark LLC lifted its stake in 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 during the last quarter. Finally, Acumen Wealth Advisors LLC purchased a new stake in Schwab US Large-Cap ETF in the fourth quarter valued at approximately $39,000.

Schwab US Large-Cap ETF Trading Up 0.5%

Shares of NYSEARCA SCHX opened at $29.21 on Friday. Schwab US Large-Cap ETF has a twelve month low of $23.50 and a twelve month high of $29.95. The stock has a 50 day moving average of $28.43 and a two-hundred day moving average of $27.41. The stock has a market cap of $70.44 billion, a P/E ratio of 25.66 and a beta of 1.01.

Schwab US Large-Cap ETF 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.