Kelman Lazarov Inc. Sells 18,752 Shares of Schwab US Large-Cap ETF $SCHX

Kelman Lazarov Inc. cut its holdings in Schwab US Large-Cap ETF (NYSEARCA:SCHX) by 1.8% in the 3rd quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The institutional investor owned 1,027,974 shares of the company’s stock after selling 18,752 shares during the period. Schwab US Large-Cap ETF makes up approximately 4.0% of Kelman Lazarov Inc.’s portfolio, making the stock its 8th biggest position. Kelman Lazarov Inc.’s holdings in Schwab US Large-Cap ETF were worth $27,077,000 at the end of the most recent quarter.

Several other large investors have also added to or reduced their stakes in SCHX. Independent Advisor Alliance boosted its holdings in shares of Schwab US Large-Cap ETF by 1.1% during the 3rd quarter. Independent Advisor Alliance now owns 35,309 shares of the company’s stock worth $930,000 after buying an additional 392 shares in the last quarter. Snowden Capital Advisors LLC boosted its stake in Schwab US Large-Cap ETF by 3.3% during the second quarter. Snowden Capital Advisors LLC now owns 12,522 shares of the company’s stock worth $306,000 after acquiring an additional 402 shares in the last quarter. Manning & Napier Advisors LLC increased its stake in Schwab US Large-Cap ETF by 31.4% in the third quarter. Manning & Napier Advisors LLC now owns 1,693 shares of the company’s stock valued at $45,000 after purchasing an additional 405 shares in the last quarter. CM Wealth Advisors LLC boosted its holdings in Schwab US Large-Cap ETF by 1.3% in the second quarter. CM Wealth Advisors LLC now owns 32,538 shares of the company’s stock worth $795,000 after acquiring an additional 414 shares in the last quarter. Finally, DiNuzzo Private Wealth Inc. increased its position in shares of Schwab US Large-Cap ETF by 61.2% during the third quarter. DiNuzzo Private Wealth Inc. now owns 1,093 shares of the company’s stock worth $28,000 after acquiring an additional 415 shares in the last quarter.

Schwab US Large-Cap ETF Price Performance

SCHX opened at $27.06 on Monday. Schwab US Large-Cap ETF has a fifty-two week low of $19.00 and a fifty-two week high of $27.54. The firm has a market capitalization of $63.97 billion, a PE ratio of 25.66 and a beta of 1.01. The company’s 50-day moving average is $27.17 and its 200 day moving average is $26.64.

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.