Valley Forge Investment Consultants Inc. ADV Cuts Holdings in Schwab US Large-Cap ETF $SCHX

Valley Forge Investment Consultants Inc. ADV reduced its position in shares of Schwab US Large-Cap ETF (NYSEARCA:SCHX) by 8.0% in the 3rd quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The firm owned 886,380 shares of the company’s stock after selling 77,467 shares during the period. Schwab US Large-Cap ETF comprises about 6.8% of Valley Forge Investment Consultants Inc. ADV’s investment portfolio, making the stock its 3rd largest holding. Valley Forge Investment Consultants Inc. ADV’s holdings in Schwab US Large-Cap ETF were worth $23,347,000 at the end of the most recent reporting period.

A number of other hedge funds and other institutional investors have also bought and sold shares of SCHX. Sei Investments Co. lifted its stake in Schwab US Large-Cap ETF by 3.4% in the 2nd quarter. Sei Investments Co. now owns 35,969,139 shares of the company’s stock valued at $879,088,000 after acquiring an additional 1,194,355 shares in the last quarter. HBK Sorce Advisory LLC raised its holdings in shares of Schwab US Large-Cap ETF by 5.3% in the third quarter. HBK Sorce Advisory LLC now owns 35,294,611 shares of the company’s stock valued at $940,954,000 after purchasing an additional 1,768,344 shares during the last quarter. Northwestern Mutual Wealth Management Co. lifted its position in shares of Schwab US Large-Cap ETF by 13.7% in the second quarter. Northwestern Mutual Wealth Management Co. now owns 27,821,337 shares of the company’s stock worth $679,953,000 after purchasing an additional 3,342,325 shares in the last quarter. Wealth Enhancement Advisory Services LLC boosted its holdings in Schwab US Large-Cap ETF by 17.7% during the second quarter. Wealth Enhancement Advisory Services LLC now owns 19,566,506 shares of the company’s stock worth $484,662,000 after purchasing an additional 2,942,434 shares during the last quarter. Finally, Betterment LLC boosted its holdings in Schwab US Large-Cap ETF by 41.8% during the second quarter. Betterment LLC now owns 18,749,171 shares of the company’s stock worth $458,230,000 after purchasing an additional 5,524,085 shares during the last quarter.

Schwab US Large-Cap ETF Stock Performance

Shares of SCHX stock opened at $27.25 on Friday. Schwab US Large-Cap ETF has a 1 year low of $19.00 and a 1 year high of $27.30. The firm’s fifty day moving average price is $26.78 and its two-hundred day moving average price is $25.82. The firm has a market capitalization of $63.28 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.