Schwab US Large-Cap ETF $SCHX Shares Sold by Wealth Enhancement Advisory Services LLC

Wealth Enhancement Advisory Services LLC trimmed its position in Schwab US Large-Cap ETF (NYSEARCA:SCHX) by 0.7% during the third quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The firm owned 19,420,421 shares of the company’s stock after selling 146,085 shares during the quarter. Schwab US Large-Cap ETF accounts for approximately 0.8% of Wealth Enhancement Advisory Services LLC’s portfolio, making the stock its 20th largest holding. Wealth Enhancement Advisory Services LLC’s holdings in Schwab US Large-Cap ETF were worth $514,253,000 at the end of the most recent quarter.

Other institutional investors have also modified their holdings of the company. Brighton Jones LLC grew its stake in Schwab US Large-Cap ETF by 198.5% during the fourth quarter. Brighton Jones LLC now owns 211,330 shares of the company’s stock worth $4,899,000 after buying an additional 140,539 shares during the period. Kingstone Capital Partners Texas LLC purchased a new position in shares of Schwab US Large-Cap ETF in the 2nd quarter valued at $19,672,000. Diversified Trust Co lifted its holdings in shares of Schwab US Large-Cap ETF by 159.0% during the 2nd quarter. Diversified Trust Co now owns 46,788 shares of the company’s stock valued at $1,143,000 after acquiring an additional 28,726 shares in the last quarter. AA Financial Advisors LLC purchased a new stake in Schwab US Large-Cap ETF during the 2nd quarter worth $251,000. Finally, CX Institutional boosted its position in Schwab US Large-Cap ETF by 27,108.8% during the 2nd quarter. CX Institutional now owns 62,036 shares of the company’s stock worth $1,516,000 after purchasing an additional 61,808 shares during the period.

Schwab US Large-Cap ETF Trading Down 0.1%

Shares of NYSEARCA SCHX opened at $27.33 on Monday. The stock has a fifty day moving average price of $26.91 and a 200 day moving average price of $26.18. Schwab US Large-Cap ETF has a 12-month low of $19.00 and a 12-month high of $27.50. The company has a market cap of $64.49 billion, a P/E ratio of 25.66 and a beta of 1.01.

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.