Belpointe Asset Management LLC Sells 5,525 Shares of Schwab US Large-Cap ETF $SCHX

Belpointe Asset Management LLC lowered its stake in shares of Schwab US Large-Cap ETF (NYSEARCA:SCHX) by 0.4% in the 2nd quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The fund owned 1,379,250 shares of the company’s stock after selling 5,525 shares during the period. Schwab US Large-Cap ETF accounts for 1.4% of Belpointe Asset Management LLC’s investment portfolio, making the stock its 12th biggest holding. Belpointe Asset Management LLC owned approximately 0.06% of Schwab US Large-Cap ETF worth $33,709,000 as of its most recent filing with the Securities & Exchange Commission.

Other institutional investors have also bought and sold shares of the company. Crews Bank & Trust bought a new stake in shares of Schwab US Large-Cap ETF in the second quarter valued at $26,000. Orion Capital Management LLC purchased a new stake in Schwab US Large-Cap ETF in the 1st quarter worth about $27,000. S.A. Mason LLC bought a new stake in Schwab US Large-Cap ETF in the 2nd quarter valued at about $29,000. Bridge Generations Wealth Management LLC raised its stake in Schwab US Large-Cap ETF by 238.7% in the 1st quarter. Bridge Generations Wealth Management LLC now owns 1,592 shares of the company’s stock valued at $35,000 after acquiring an additional 1,122 shares during the period. Finally, MorganRosel Wealth Management LLC purchased a new stake in Schwab US Large-Cap ETF during the first quarter valued at about $36,000.

Schwab US Large-Cap ETF Stock Down 0.1%

NYSEARCA SCHX opened at $26.48 on Monday. The firm has a market cap of $61.36 billion, a P/E ratio of 25.66 and a beta of 1.01. The company’s 50 day moving average is $25.68 and its 200-day moving average is $23.93. Schwab US Large-Cap ETF has a 12-month low of $19.00 and a 12-month high of $26.63.

Schwab US Large-Cap ETF Company 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.