Schwab US Large-Cap ETF $SCHX is Consilium Wealth Advisory LLC’s 8th Largest Position

Consilium Wealth Advisory LLC lessened its holdings in Schwab US Large-Cap ETF (NYSEARCA:SCHX) by 5.3% in the 1st quarter, Holdings Channel.com reports. The firm owned 335,208 shares of the company’s stock after selling 18,908 shares during the quarter. Schwab US Large-Cap ETF makes up about 2.9% of Consilium Wealth Advisory LLC’s holdings, making the stock its 8th largest holding. Consilium Wealth Advisory LLC’s holdings in Schwab US Large-Cap ETF were worth $8,595,000 as of its most recent SEC filing.

A number of other hedge funds and other institutional investors have also recently modified their holdings of the business. GEN Financial Management INC. boosted its position in Schwab US Large-Cap ETF by 24.5% during the 4th quarter. GEN Financial Management INC. now owns 895,830 shares of the company’s stock valued at $24,107,000 after acquiring an additional 176,498 shares in the last quarter. Clayton Financial Group LLC raised its position in shares of Schwab US Large-Cap ETF by 154.6% in the 4th quarter. Clayton Financial Group LLC now owns 49,587 shares of the company’s stock worth $1,334,000 after acquiring an additional 30,112 shares in the last quarter. Farther Finance Advisors LLC raised its position in shares of Schwab US Large-Cap ETF by 37.4% in the 4th quarter. Farther Finance Advisors LLC now owns 3,972,127 shares of the company’s stock worth $106,890,000 after acquiring an additional 1,081,148 shares in the last quarter. Empirical Financial Services LLC d.b.a. Empirical Wealth Management lifted its stake in shares of Schwab US Large-Cap ETF by 5.1% during the 4th quarter. Empirical Financial Services LLC d.b.a. Empirical Wealth Management now owns 1,130,533 shares of the company’s stock worth $30,423,000 after purchasing an additional 55,088 shares during the last quarter. Finally, Rede Wealth LLC purchased a new stake in shares of Schwab US Large-Cap ETF during the 4th quarter worth $855,000.

Schwab US Large-Cap ETF Price Performance

Shares of SCHX stock opened at $28.99 on Wednesday. The stock’s 50-day moving average is $28.87 and its 200 day moving average is $27.54. Schwab US Large-Cap ETF has a 1-year low of $23.96 and a 1-year high of $29.95. The company has a market cap of $69.91 billion, a P/E ratio of 25.66 and a beta of 1.01.

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.