JFS Wealth Advisors LLC Grows Stake in Schwab US Large-Cap ETF $SCHX

JFS Wealth Advisors LLC grew its holdings in Schwab US Large-Cap ETF (NYSEARCA:SCHX) by 2.6% during the second quarter, according to the company in its most recent filing with the SEC. The fund owned 73,022 shares of the company’s stock after acquiring an additional 1,847 shares during the quarter. JFS Wealth Advisors LLC’s holdings in Schwab US Large-Cap ETF were worth $1,785,000 at the end of the most recent reporting period.

A number of other hedge funds have also made changes to their positions in SCHX. US Bancorp DE increased its holdings in shares of Schwab US Large-Cap ETF by 5.2% in the 1st quarter. US Bancorp DE now owns 217,201,393 shares of the company’s stock valued at $4,795,807,000 after acquiring an additional 10,782,297 shares during the last quarter. Betterment LLC increased its holdings in shares of Schwab US Large-Cap ETF by 119.6% in the 1st quarter. Betterment LLC now owns 13,225,086 shares of the company’s stock valued at $292,010,000 after acquiring an additional 7,201,786 shares during the last quarter. Fund Evaluation Group LLC grew its stake in Schwab US Large-Cap ETF by 89.4% during the 1st quarter. Fund Evaluation Group LLC now owns 7,955,519 shares of the company’s stock worth $175,658,000 after buying an additional 3,755,090 shares during the last quarter. Northwestern Mutual Wealth Management Co. grew its stake in Schwab US Large-Cap ETF by 17.8% during the 1st quarter. Northwestern Mutual Wealth Management Co. now owns 24,479,012 shares of the company’s stock worth $540,497,000 after buying an additional 3,701,133 shares during the last quarter. Finally, Wealthspire Advisors LLC grew its stake in Schwab US Large-Cap ETF by 95.7% during the 1st quarter. Wealthspire Advisors LLC now owns 6,083,326 shares of the company’s stock worth $134,320,000 after buying an additional 2,974,256 shares during the last quarter.

Schwab US Large-Cap ETF Stock Down 2.7%

NYSEARCA:SCHX opened at $25.85 on Friday. The stock’s 50 day moving average price is $25.82 and its 200 day moving average price is $24.04. The company has a market capitalization of $59.90 billion, a PE ratio of 25.66 and a beta of 1.01. Schwab US Large-Cap ETF has a 52-week low of $19.00 and a 52-week high of $26.68.

Schwab US Large-Cap ETF Company 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.