Schwab US Large-Cap ETF $SCHX is JMG Financial Group Ltd.’s 5th Largest Position

JMG Financial Group Ltd. trimmed its holdings in Schwab US Large-Cap ETF (NYSEARCA:SCHX) by 1.3% in the first quarter, according to its most recent disclosure with the SEC. The fund owned 8,333,483 shares of the company’s stock after selling 112,423 shares during the period. Schwab US Large-Cap ETF accounts for approximately 5.9% of JMG Financial Group Ltd.’s portfolio, making the stock its 5th largest position. JMG Financial Group Ltd.’s holdings in Schwab US Large-Cap ETF were worth $213,671,000 as of its most recent SEC filing.

Other hedge funds have also made changes to their positions in the company. Corient Private Wealth LLC increased its position in Schwab US Large-Cap ETF by 163.9% in the 2nd quarter. Corient Private Wealth LLC now owns 12,518,206 shares of the company’s stock valued at $306,087,000 after acquiring an additional 7,775,179 shares during the period. EP Wealth Advisors LLC purchased a new stake in Schwab US Large-Cap ETF during the 4th quarter valued at approximately $86,562,000. Scarborough Advisors LLC acquired a new stake in Schwab US Large-Cap ETF during the 1st quarter worth approximately $60,491,000. Fund Evaluation Group LLC lifted its position in Schwab US Large-Cap ETF by 32.4% during the 4th quarter. Fund Evaluation Group LLC now owns 9,492,565 shares of the company’s stock worth $255,445,000 after acquiring an additional 2,325,216 shares during the period. Finally, Northwestern Mutual Wealth Management Co. grew its stake in shares of Schwab US Large-Cap ETF by 5.8% in the 3rd quarter. Northwestern Mutual Wealth Management Co. now owns 29,438,303 shares of the company’s stock valued at $775,405,000 after purchasing an additional 1,616,966 shares during the last quarter.

Schwab US Large-Cap ETF Trading Down 0.2%

Shares of SCHX stock opened at $29.26 on Tuesday. The company has a market capitalization of $71.24 billion, a P/E ratio of 25.66 and a beta of 1.00. The business’s 50 day moving average is $29.35 and its two-hundred day moving average is $27.86. Schwab US Large-Cap ETF has a twelve month low of $24.52 and a twelve month high of $29.95.

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.