Schwab US Large-Cap ETF $SCHX Position Reduced by Consilium Wealth Advisory LLC

Consilium Wealth Advisory LLC decreased its stake in shares of Schwab US Large-Cap ETF (NYSEARCA:SCHX) by 5.3% in the first quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 335,208 shares of the company’s stock after selling 18,908 shares during the quarter. Schwab US Large-Cap ETF makes up 2.9% of Consilium Wealth Advisory LLC’s portfolio, making the stock its 8th largest position. Consilium Wealth Advisory LLC’s holdings in Schwab US Large-Cap ETF were worth $8,595,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

Several other large investors also recently added to or reduced their stakes in the stock. GEN Financial Management INC. grew its stake in Schwab US Large-Cap ETF by 24.5% in the fourth quarter. GEN Financial Management INC. now owns 895,830 shares of the company’s stock worth $24,107,000 after purchasing an additional 176,498 shares in the last quarter. Clayton Financial Group LLC raised its position in Schwab US Large-Cap ETF by 154.6% during the 4th quarter. Clayton Financial Group LLC now owns 49,587 shares of the company’s stock valued at $1,334,000 after purchasing an additional 30,112 shares in the last quarter. Farther Finance Advisors LLC lifted its holdings in shares of Schwab US Large-Cap ETF by 37.4% in the 4th quarter. Farther Finance Advisors LLC now owns 3,972,127 shares of the company’s stock worth $106,890,000 after buying an additional 1,081,148 shares during the period. Empirical Financial Services LLC d.b.a. Empirical Wealth Management lifted its holdings in shares of Schwab US Large-Cap ETF by 5.1% in the 4th quarter. Empirical Financial Services LLC d.b.a. Empirical Wealth Management now owns 1,130,533 shares of the company’s stock worth $30,423,000 after buying an additional 55,088 shares during the period. Finally, Rede Wealth LLC purchased a new stake in shares of Schwab US Large-Cap ETF in the 4th quarter worth $855,000.

Schwab US Large-Cap ETF Trading Down 1.3%

SCHX opened at $28.99 on Wednesday. The company has a market capitalization of $69.91 billion, a price-to-earnings ratio of 25.66 and a beta of 1.01. Schwab US Large-Cap ETF has a 12-month low of $23.96 and a 12-month high of $29.95. The business’s fifty day simple moving average is $28.87 and its 200-day simple moving average is $27.54.

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.