Ferguson Wellman Capital Management Inc. trimmed its holdings in Schwab US Large-Cap ETF (NYSEARCA:SCHX – Free Report) by 63.0% during the first quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The fund owned 44,825 shares of the company’s stock after selling 76,466 shares during the period. Ferguson Wellman Capital Management Inc.’s holdings in Schwab US Large-Cap ETF were worth $1,149,000 at the end of the most recent reporting period.
Several other hedge funds and other institutional investors also recently added to or reduced their stakes in the business. Brighton Jones LLC raised its holdings in shares of Schwab US Large-Cap ETF by 198.5% in the 4th quarter. Brighton Jones LLC now owns 211,330 shares of the company’s stock worth $4,899,000 after purchasing an additional 140,539 shares during the period. Russell Investments Group Ltd. grew its holdings in shares of Schwab US Large-Cap ETF by 33.3% during the 2nd quarter. Russell Investments Group Ltd. now owns 62,112 shares of the company’s stock worth $1,518,000 after purchasing an additional 15,522 shares during the period. First Trust Advisors LP purchased a new stake in shares of Schwab US Large-Cap ETF during the 2nd quarter worth about $633,000. Baird Financial Group Inc. increased its position in Schwab US Large-Cap ETF by 25.1% during the 2nd quarter. Baird Financial Group Inc. now owns 35,076 shares of the company’s stock worth $857,000 after purchasing an additional 7,045 shares in the last quarter. Finally, Ieq Capital LLC increased its position in Schwab US Large-Cap ETF by 9.1% during the 2nd quarter. Ieq Capital LLC now owns 247,992 shares of the company’s stock worth $6,061,000 after purchasing an additional 20,758 shares in the last quarter.
Schwab US Large-Cap ETF Stock Performance
NYSEARCA SCHX opened at $29.74 on Monday. Schwab US Large-Cap ETF has a one year low of $24.47 and a one year high of $29.95. The company’s 50 day moving average price is $29.26 and its 200 day moving average price is $27.76. The firm has a market capitalization of $72.75 billion, a price-to-earnings ratio of 25.66 and a beta of 1.00.
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. 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.
Featured Articles
- Five stocks we like better than Schwab US Large-Cap ETF
- 3 Rare-Earth ETFs That Help Investors Balance Exposure and Risk
- Microsoft Bets on In-House AI to Cut OpenAI and Anthropic Costs
- Delta Air Lines Lives Up to Its Claims: Shares Can Keep Climbing
- This Dividend ETF Choice Could Shape Your Income Strategy Through 2026
Want to see what other hedge funds are holding SCHX? Visit HoldingsChannel.com to get the latest 13F filings and insider trades for Schwab US Large-Cap ETF (NYSEARCA:SCHX – Free Report).
Receive News & Ratings for Schwab US Large-Cap ETF Daily - Enter your email address below to receive a concise daily summary of the latest news and analysts' ratings for Schwab US Large-Cap ETF and related companies with MarketBeat.com's FREE daily email newsletter.
