Farnam Financial LLC Cuts Stock Position in Schwab US Large-Cap ETF $SCHX

Farnam Financial LLC cut its stake in shares of Schwab US Large-Cap ETF (NYSEARCA:SCHX) by 19.8% during the 4th quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The institutional investor owned 417,539 shares of the company’s stock after selling 102,888 shares during the quarter. Schwab US Large-Cap ETF makes up about 8.5% of Farnam Financial LLC’s portfolio, making the stock its 3rd largest position. Farnam Financial LLC’s holdings in Schwab US Large-Cap ETF were worth $11,236,000 as of its most recent filing with the Securities & Exchange Commission.

Several other institutional investors and hedge funds have also bought and sold shares of SCHX. Corient Private Wealth LLC boosted its stake in Schwab US Large-Cap ETF by 163.9% during the second quarter. Corient Private Wealth LLC now owns 12,518,206 shares of the company’s stock worth $306,087,000 after acquiring an additional 7,775,179 shares in the last quarter. Vantagepoint Investment Advisers LLC bought a new position in Schwab US Large-Cap ETF during the third quarter worth $199,988,000. Farther Finance Advisors LLC boosted its stake in Schwab US Large-Cap ETF by 531.7% during the third quarter. Farther Finance Advisors LLC now owns 2,890,979 shares of the company’s stock worth $76,148,000 after acquiring an additional 2,433,348 shares in the last quarter. Moneta Group Investment Advisors LLC boosted its stake in Schwab US Large-Cap ETF by 5.5% during the third quarter. Moneta Group Investment Advisors LLC now owns 34,779,046 shares of the company’s stock worth $916,080,000 after acquiring an additional 1,808,743 shares in the last quarter. Finally, HBK Sorce Advisory LLC boosted its stake in Schwab US Large-Cap ETF by 5.3% during the third quarter. HBK Sorce Advisory LLC now owns 35,294,611 shares of the company’s stock worth $940,954,000 after acquiring an additional 1,768,344 shares in the last quarter.

Schwab US Large-Cap ETF Stock Up 0.8%

Shares of NYSEARCA SCHX opened at $27.59 on Thursday. The firm has a market cap of $66.25 billion, a PE ratio of 25.66 and a beta of 1.01. Schwab US Large-Cap ETF has a 12-month low of $20.07 and a 12-month high of $27.60. The company’s fifty day simple moving average is $26.56 and its 200 day simple moving average is $26.75.

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.