Clearview Wealth Advisors LLC trimmed its position in Schwab US Large-Cap ETF (NYSEARCA:SCHX – Free Report) by 5.0% during the first quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The firm owned 200,436 shares of the company’s stock after selling 10,442 shares during the quarter. Schwab US Large-Cap ETF accounts for approximately 3.3% of Clearview Wealth Advisors LLC’s portfolio, making the stock its 7th largest holding. Clearview Wealth Advisors LLC’s holdings in Schwab US Large-Cap ETF were worth $4,426,000 at the end of the most recent quarter.
A number of other large investors also recently modified their holdings of the company. Simon Quick Advisors LLC raised its holdings in shares of Schwab US Large-Cap ETF by 0.6% in the 1st quarter. Simon Quick Advisors LLC now owns 87,273 shares of the company’s stock worth $1,927,000 after purchasing an additional 522 shares during the period. Cascade Financial Partners LLC raised its holdings in shares of Schwab US Large-Cap ETF by 2.0% in the 4th quarter. Cascade Financial Partners LLC now owns 33,065 shares of the company’s stock worth $766,000 after purchasing an additional 655 shares during the period. Pennsylvania Capital Management Inc. ADV raised its holdings in shares of Schwab US Large-Cap ETF by 1.0% in the 1st quarter. Pennsylvania Capital Management Inc. ADV now owns 70,487 shares of the company’s stock worth $1,556,000 after purchasing an additional 721 shares during the period. Gainplan LLC raised its holdings in shares of Schwab US Large-Cap ETF by 2.5% in the 1st quarter. Gainplan LLC now owns 36,679 shares of the company’s stock worth $810,000 after purchasing an additional 892 shares during the period. Finally, Fiduciary Alliance LLC raised its holdings in shares of Schwab US Large-Cap ETF by 3.6% in the 1st quarter. Fiduciary Alliance LLC now owns 25,606 shares of the company’s stock worth $565,000 after purchasing an additional 899 shares during the period.
Schwab US Large-Cap ETF Price Performance
Schwab US Large-Cap ETF stock opened at $23.83 on Tuesday. The stock’s 50-day moving average is $22.77 and its 200-day moving average is $22.95. The company has a market cap of $54.57 billion, a price-to-earnings ratio of 25.15 and a beta of 1.02. Schwab US Large-Cap ETF has a 12 month low of $19.00 and a 12 month high of $24.31.
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.
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