Moneywise Inc. Cuts Position in Schwab US Large-Cap ETF (NYSEARCA:SCHX)

Moneywise Inc. lowered its position in shares of Schwab US Large-Cap ETF (NYSEARCA:SCHX) by 3.6% in the 1st quarter, according to its most recent disclosure with the SEC. The fund owned 1,271,226 shares of the company’s stock after selling 47,182 shares during the period. Schwab US Large-Cap ETF accounts for 14.9% of Moneywise Inc.’s portfolio, making the stock its biggest holding. Moneywise Inc. owned about 0.06% of Schwab US Large-Cap ETF worth $28,069,000 at the end of the most recent reporting period.

Other institutional investors have also modified their holdings of the company. US Bancorp DE grew its position in Schwab US Large-Cap ETF by 902.4% in the 4th quarter. US Bancorp DE now owns 206,419,096 shares of the company’s stock valued at $4,784,795,000 after buying an additional 185,825,669 shares in the last quarter. Sei Investments Co. lifted its stake in shares of Schwab US Large-Cap ETF by 184.7% in the 4th quarter. Sei Investments Co. now owns 35,164,430 shares of the company’s stock worth $815,114,000 after acquiring an additional 22,812,367 shares during the period. HBK Sorce Advisory LLC boosted its holdings in shares of Schwab US Large-Cap ETF by 202.2% in the fourth quarter. HBK Sorce Advisory LLC now owns 32,139,846 shares of the company’s stock valued at $745,002,000 after acquiring an additional 21,503,265 shares in the last quarter. Sage Financial Group Inc. boosted its holdings in shares of Schwab US Large-Cap ETF by 1.9% in the first quarter. Sage Financial Group Inc. now owns 25,345,106 shares of the company’s stock valued at $559,620,000 after acquiring an additional 479,820 shares in the last quarter. Finally, Cerity Partners LLC increased its stake in shares of Schwab US Large-Cap ETF by 196.9% during the fourth quarter. Cerity Partners LLC now owns 18,460,760 shares of the company’s stock valued at $428,582,000 after acquiring an additional 12,242,859 shares during the period.

Schwab US Large-Cap ETF Price Performance

Shares of NYSEARCA:SCHX opened at $23.83 on Tuesday. The stock has a market cap of $54.57 billion, a price-to-earnings ratio of 25.15 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. The stock’s 50 day moving average price is $22.77 and its 200 day moving average price is $22.95.

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.