Whipplewood Advisors LLC Lowers Position in Schwab US Large-Cap ETF (NYSEARCA:SCHX)

Whipplewood Advisors LLC lessened its position in Schwab US Large-Cap ETF (NYSEARCA:SCHX) by 87.7% in the first quarter, HoldingsChannel reports. The firm owned 2,953 shares of the company’s stock after selling 20,974 shares during the quarter. Whipplewood Advisors LLC’s holdings in Schwab US Large-Cap ETF were worth $65,000 as of its most recent SEC filing.

A number of other institutional investors and hedge funds also recently made changes to their positions in SCHX. McClarren Financial Advisors Inc. purchased a new position in shares of Schwab US Large-Cap ETF in the 4th quarter valued at approximately $25,000. Harbor Investment Advisory LLC purchased a new position in Schwab US Large-Cap ETF during the first quarter valued at $25,000. Prudent Man Investment Management Inc. purchased a new position in Schwab US Large-Cap ETF during the fourth quarter valued at $26,000. Delta Asset Management LLC TN raised its stake in Schwab US Large-Cap ETF by 200.0% during the fourth quarter. Delta Asset Management LLC TN now owns 1,350 shares of the company’s stock valued at $31,000 after buying an additional 900 shares during the last quarter. Finally, Bellwether Advisors LLC purchased a new position in Schwab US Large-Cap ETF during the fourth quarter valued at $32,000.

Schwab US Large-Cap ETF Stock Performance

Shares of NYSEARCA:SCHX opened at $23.60 on Thursday. The stock has a fifty day simple moving average of $22.05 and a two-hundred day simple moving average of $22.97. The stock has a market capitalization of $54.28 billion, a price-to-earnings ratio of 25.20 and a beta of 1.02. Schwab US Large-Cap ETF has a 12-month low of $19.00 and a 12-month high of $24.31.

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.