Omega Financial Group LLC lessened its holdings in Schwab US Large-Cap ETF (NYSEARCA:SCHX) by 3.5% during the second quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The institutional investor owned 75,244 shares of the company’s stock after selling 2,708 shares during the quarter. Schwab US Large-Cap ETF accounts for approximately 3.6% of Omega Financial Group LLC’s investment portfolio, making the stock its 7th biggest holding. Omega Financial Group LLC’s holdings in Schwab US Large-Cap ETF were worth $5,576,000 at the end of the most recent quarter.
Other institutional investors and hedge funds have also recently modified their holdings of the company. Efficient Wealth Management LLC purchased a new stake in Schwab US Large-Cap ETF in the 1st quarter worth about $26,000. Capital Asset Advisory Services LLC bought a new position in Schwab US Large-Cap ETF in the fourth quarter valued at about $29,000. Macroview Investment Management LLC increased its position in Schwab US Large-Cap ETF by 59.8% in the first quarter. Macroview Investment Management LLC now owns 545 shares of the company’s stock worth $33,000 after buying an additional 204 shares in the last quarter. NEXT Financial Group Inc grew its position in shares of Schwab US Large-Cap ETF by 121.1% during the first quarter. NEXT Financial Group Inc now owns 566 shares of the company’s stock worth $35,000 after purchasing an additional 310 shares in the last quarter. Finally, Pittenger & Anderson Inc. purchased a new position in Schwab US Large-Cap ETF during the 4th quarter valued at approximately $40,000.
Shares of SCHX stock traded down $0.19 on Thursday, reaching $75.74. 13,945 shares of the company’s stock were exchanged, compared to its average volume of 2,494,548. The company’s fifty day simple moving average is $73.67 and its 200 day simple moving average is $72.02. Schwab US Large-Cap ETF has a 52 week low of $52.05 and a 52 week high of $81.20.
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.
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