Evermay Wealth Management LLC cut its holdings in Schwab US Large-Cap ETF (NYSEARCA:SCHX – Free Report) by 1.4% in the 3rd quarter, according to its most recent 13F filing with the SEC. The firm owned 4,479,882 shares of the company’s stock after selling 64,815 shares during the period. Schwab US Large-Cap ETF comprises approximately 13.5% of Evermay Wealth Management LLC’s holdings, making the stock its 2nd biggest position. Evermay Wealth Management LLC owned 0.19% of Schwab US Large-Cap ETF worth $118,000,000 as of its most recent SEC filing.
A number of other institutional investors have also modified their holdings of the business. DiNuzzo Private Wealth Inc. boosted its stake in Schwab US Large-Cap ETF by 61.2% in the third quarter. DiNuzzo Private Wealth Inc. now owns 1,093 shares of the company’s stock valued at $28,000 after acquiring an additional 415 shares during the period. Moser Wealth Advisors LLC bought a new position in Schwab US Large-Cap ETF during the 2nd quarter worth $32,000. Mid American Wealth Advisory Group Inc. acquired a new stake in Schwab US Large-Cap ETF in the second quarter worth $33,000. Concord Wealth Partners bought a new stake in Schwab US Large-Cap ETF in the second quarter valued at $41,000. Finally, First Command Advisory Services Inc. acquired a new stake in shares of Schwab US Large-Cap ETF in the 3rd quarter worth about $43,000.
Schwab US Large-Cap ETF Stock Down 0.8%
Schwab US Large-Cap ETF stock opened at $27.17 on Wednesday. Schwab US Large-Cap ETF has a 52-week low of $19.00 and a 52-week high of $27.54. The firm has a market capitalization of $64.23 billion, a price-to-earnings ratio of 25.66 and a beta of 1.01. The firm has a 50-day moving average price of $27.11 and a two-hundred day moving average price of $26.39.
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.
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