Mission Wealth Management LP Has $13.11 Million Stake in Schwab US Large-Cap ETF $SCHX

Mission Wealth Management LP trimmed its stake in Schwab US Large-Cap ETF (NYSEARCA:SCHX) by 8.6% in the third quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The institutional investor owned 497,889 shares of the company’s stock after selling 46,582 shares during the quarter. Mission Wealth Management LP’s holdings in Schwab US Large-Cap ETF were worth $13,114,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

A number of other institutional investors and hedge funds have also recently added to or reduced their stakes in SCHX. Win Advisors Inc. acquired a new position in Schwab US Large-Cap ETF in the 3rd quarter valued at approximately $2,710,000. Bridges Investment Management Inc. acquired a new stake in shares of Schwab US Large-Cap ETF during the 3rd quarter valued at $2,062,000. Jones Financial Companies Lllp grew its holdings in shares of Schwab US Large-Cap ETF by 2.9% during the 3rd quarter. Jones Financial Companies Lllp now owns 2,312,055 shares of the company’s stock valued at $60,592,000 after acquiring an additional 66,197 shares in the last quarter. Prostatis Group LLC purchased a new position in shares of Schwab US Large-Cap ETF during the 3rd quarter valued at $214,000. Finally, Oakworth Capital Inc. increased its stake in shares of Schwab US Large-Cap ETF by 7,563.0% in the third quarter. Oakworth Capital Inc. now owns 9,119 shares of the company’s stock worth $240,000 after acquiring an additional 9,000 shares during the last quarter.

Schwab US Large-Cap ETF Trading Up 0.6%

Shares of NYSEARCA:SCHX opened at $27.40 on Tuesday. The firm has a market cap of $64.77 billion, a price-to-earnings ratio of 25.66 and a beta of 1.01. Schwab US Large-Cap ETF has a 1 year low of $19.00 and a 1 year high of $27.54. The business has a fifty day simple moving average of $27.10 and a 200 day simple moving average of $26.37.

Schwab US Large-Cap ETF 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.