Schwab US Large-Cap ETF $SCHX is Morris Financial Concepts Inc.’s 2nd Largest Position

Morris Financial Concepts Inc. boosted its stake in shares of Schwab US Large-Cap ETF (NYSEARCA:SCHX) by 3.9% during the third quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 1,378,546 shares of the company’s stock after purchasing an additional 51,305 shares during the quarter. Schwab US Large-Cap ETF comprises 13.1% of Morris Financial Concepts Inc.’s holdings, making the stock its 2nd largest holding. Morris Financial Concepts Inc. owned 0.06% of Schwab US Large-Cap ETF worth $36,311,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

Several other institutional investors and hedge funds also recently added to or reduced their stakes in the stock. Snowden Capital Advisors LLC lifted its position in shares of Schwab US Large-Cap ETF by 3.3% during the second quarter. Snowden Capital Advisors LLC now owns 12,522 shares of the company’s stock valued at $306,000 after buying an additional 402 shares during the last quarter. CM Wealth Advisors LLC raised its stake in shares of Schwab US Large-Cap ETF by 1.3% during the 2nd quarter. CM Wealth Advisors LLC now owns 32,538 shares of the company’s stock worth $795,000 after acquiring an additional 414 shares in the last quarter. DiNuzzo Private Wealth Inc. lifted its position in Schwab US Large-Cap ETF by 61.2% during the third quarter. DiNuzzo Private Wealth Inc. now owns 1,093 shares of the company’s stock valued at $28,000 after acquiring an additional 415 shares during the last quarter. Dumont & Blake Investment Advisors LLC boosted its stake in Schwab US Large-Cap ETF by 3.4% in the second quarter. Dumont & Blake Investment Advisors LLC now owns 13,043 shares of the company’s stock valued at $319,000 after acquiring an additional 433 shares in the last quarter. Finally, Bryn Mawr Trust Advisors LLC grew its holdings in Schwab US Large-Cap ETF by 0.6% in the second quarter. Bryn Mawr Trust Advisors LLC now owns 82,388 shares of the company’s stock worth $2,014,000 after purchasing an additional 453 shares during the last quarter.

Schwab US Large-Cap ETF Trading Up 0.2%

Shares of SCHX stock opened at $26.97 on Friday. Schwab US Large-Cap ETF has a 12-month low of $19.00 and a 12-month high of $27.30. The business’s fifty day simple moving average is $26.83 and its 200-day simple moving average is $25.92. The company has a market cap of $62.63 billion, a PE ratio of 25.66 and a beta of 1.01.

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.