Evolution Wealth Management Inc. reduced its holdings in Schwab US Large-Cap ETF (NYSEARCA:SCHX – Free Report) by 26.7% in the first quarter, according to its most recent filing with the Securities & Exchange Commission. The institutional investor owned 57,838 shares of the company’s stock after selling 21,027 shares during the period. Schwab US Large-Cap ETF makes up 1.1% of Evolution Wealth Management Inc.’s portfolio, making the stock its 22nd largest holding. Evolution Wealth Management Inc.’s holdings in Schwab US Large-Cap ETF were worth $1,483,000 as of its most recent SEC filing.
A number of other large investors have also recently made changes to their positions in the business. Meramec Financial Planners LLC grew its position in Schwab US Large-Cap ETF by 1.3% in the first quarter. Meramec Financial Planners LLC now owns 334,399 shares of the company’s stock worth $9,350,000 after acquiring an additional 4,360 shares in the last quarter. QRG Capital Management Inc. raised its position in Schwab US Large-Cap ETF by 68.1% during the first quarter. QRG Capital Management Inc. now owns 20,529 shares of the company’s stock valued at $526,000 after purchasing an additional 8,315 shares during the period. HB Wealth Management LLC raised its position in Schwab US Large-Cap ETF by 1.2% during the first quarter. HB Wealth Management LLC now owns 3,067,334 shares of the company’s stock valued at $78,646,000 after purchasing an additional 35,898 shares during the period. BIP Wealth LLC raised its position in Schwab US Large-Cap ETF by 35.3% during the first quarter. BIP Wealth LLC now owns 20,524 shares of the company’s stock valued at $526,000 after purchasing an additional 5,352 shares during the period. Finally, Kelman Lazarov Inc. lifted its stake in shares of Schwab US Large-Cap ETF by 1.2% in the 1st quarter. Kelman Lazarov Inc. now owns 1,032,101 shares of the company’s stock valued at $26,463,000 after purchasing an additional 12,365 shares during the last quarter.
Schwab US Large-Cap ETF Stock Performance
Shares of Schwab US Large-Cap ETF stock opened at $29.40 on Friday. The stock has a market cap of $71.56 billion, a price-to-earnings ratio of 25.66 and a beta of 1.00. The stock has a 50 day moving average price of $29.11 and a 200-day moving average price of $27.66. Schwab US Large-Cap ETF has a one year low of $24.47 and a one year high of $29.95.
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. 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.
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