Schwab US Large-Cap ETF $SCHX is Balance Wealth LLC’s 9th Largest Position

Balance Wealth LLC reduced its position in Schwab US Large-Cap ETF (NYSEARCA:SCHX) by 27.4% in the 1st quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The firm owned 382,254 shares of the company’s stock after selling 144,442 shares during the period. Schwab US Large-Cap ETF comprises about 3.0% of Balance Wealth LLC’s portfolio, making the stock its 9th biggest holding. Balance Wealth LLC’s holdings in Schwab US Large-Cap ETF were worth $9,801,000 at the end of the most recent reporting period.

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

Schwab US Large-Cap ETF Trading Down 0.1%

Shares of SCHX stock opened at $28.88 on Friday. The company has a market capitalization of $69.64 billion, a P/E ratio of 25.66 and a beta of 1.01. The business’s 50 day moving average is $28.94 and its two-hundred day moving average is $27.56. Schwab US Large-Cap ETF has a 12-month low of $24.08 and a 12-month high of $29.95.

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.