Montis Financial LLC Has $5.97 Million Stock Holdings in Schwab US Large-Cap ETF $SCHX

Montis Financial LLC lowered its stake in shares of Schwab US Large-Cap ETF (NYSEARCA:SCHX) by 24.4% during the 2nd quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The firm owned 244,108 shares of the company’s stock after selling 78,633 shares during the period. Schwab US Large-Cap ETF makes up 1.7% of Montis Financial LLC’s investment portfolio, making the stock its 15th biggest holding. Montis Financial LLC’s holdings in Schwab US Large-Cap ETF were worth $5,966,000 as of its most recent filing with the Securities and Exchange Commission.

A number of other institutional investors and hedge funds also recently made changes to their positions in the stock. Brighton Jones LLC boosted its holdings in Schwab US Large-Cap ETF by 198.5% in the fourth quarter. Brighton Jones LLC now owns 211,330 shares of the company’s stock worth $4,899,000 after acquiring an additional 140,539 shares in the last quarter. Millennium Management LLC bought a new stake in shares of Schwab US Large-Cap ETF during the fourth quarter valued at approximately $339,000. GAMMA Investing LLC raised its position in shares of Schwab US Large-Cap ETF by 2,107.5% during the first quarter. GAMMA Investing LLC now owns 32,693 shares of the company’s stock worth $722,000 after purchasing an additional 31,212 shares during the period. Hardin Capital Partners LLC raised its position in shares of Schwab US Large-Cap ETF by 26.5% during the first quarter. Hardin Capital Partners LLC now owns 54,056 shares of the company’s stock worth $1,194,000 after purchasing an additional 11,309 shares during the period. Finally, SigFig Wealth Management LLC lifted its holdings in shares of Schwab US Large-Cap ETF by 24.0% in the 1st quarter. SigFig Wealth Management LLC now owns 908,659 shares of the company’s stock worth $19,516,000 after purchasing an additional 175,972 shares in the last quarter.

Schwab US Large-Cap ETF Trading Up 0.6%

SCHX opened at $26.19 on Monday. Schwab US Large-Cap ETF has a 1-year low of $19.00 and a 1-year high of $26.51. The company has a market cap of $60.13 billion, a price-to-earnings ratio of 25.66 and a beta of 1.01. The company’s fifty day moving average price is $25.54 and its two-hundred day moving average price is $23.79.

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.