BlueSky Wealth Advisors LLC Decreases Stock Position in Schwab US Large-Cap ETF $SCHX

BlueSky Wealth Advisors LLC lowered its position in shares of Schwab US Large-Cap ETF (NYSEARCA:SCHX) by 21.4% during the 1st quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The institutional investor owned 4,885,976 shares of the company’s stock after selling 1,330,182 shares during the quarter. Schwab US Large-Cap ETF accounts for about 16.1% of BlueSky Wealth Advisors LLC’s investment portfolio, making the stock its largest position. BlueSky Wealth Advisors LLC’s holdings in Schwab US Large-Cap ETF were worth $125,276,000 at the end of the most recent reporting period.

A number of other hedge funds have also modified their holdings of the company. IFC & Insurance Marketing Inc. purchased a new position in shares of Schwab US Large-Cap ETF during the 4th quarter valued at $25,000. Measured Wealth Private Client Group LLC bought a new position in Schwab US Large-Cap ETF in the 3rd quarter worth $26,000. Optima Capital LLC bought a new position in Schwab US Large-Cap ETF in the 4th quarter worth $29,000. Tidemark LLC increased its stake in Schwab US Large-Cap ETF by 474.3% in the 4th quarter. Tidemark LLC now owns 1,275 shares of the company’s stock worth $34,000 after buying an additional 1,053 shares in the last quarter. Finally, Acumen Wealth Advisors LLC purchased a new stake in Schwab US Large-Cap ETF in the 4th quarter worth $39,000.

Schwab US Large-Cap ETF Price Performance

NYSEARCA:SCHX opened at $29.49 on Friday. The business’s 50-day simple moving average is $28.77 and its two-hundred day simple moving average is $27.50. The stock has a market cap of $71.11 billion, a PE ratio of 25.66 and a beta of 1.01. Schwab US Large-Cap ETF has a 52 week low of $23.50 and a 52 week high of $29.95.

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.