Schwab US Large-Cap ETF $SCHX Shares Sold by Sims Investment Management LLC

Sims Investment Management LLC decreased its holdings in shares of Schwab US Large-Cap ETF (NYSEARCA:SCHX) by 3.3% during the first quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The institutional investor owned 3,306,092 shares of the company’s stock after selling 114,340 shares during the period. Schwab US Large-Cap ETF comprises approximately 31.1% of Sims Investment Management LLC’s investment portfolio, making the stock its largest holding. Sims Investment Management LLC’s holdings in Schwab US Large-Cap ETF were worth $84,768,000 as of its most recent SEC filing.

A number of other hedge funds and other institutional investors have also recently made changes to their positions in the business. Brighton Jones LLC increased its holdings in Schwab US Large-Cap ETF by 198.5% in the 4th quarter. Brighton Jones LLC now owns 211,330 shares of the company’s stock worth $4,899,000 after acquiring an additional 140,539 shares in the last quarter. Russell Investments Group Ltd. lifted its holdings in Schwab US Large-Cap ETF by 33.3% during the second quarter. Russell Investments Group Ltd. now owns 62,112 shares of the company’s stock valued at $1,518,000 after purchasing an additional 15,522 shares in the last quarter. First Trust Advisors LP acquired a new stake in shares of Schwab US Large-Cap ETF in the second quarter valued at about $633,000. Baird Financial Group Inc. grew its position in shares of Schwab US Large-Cap ETF by 25.1% in the second quarter. Baird Financial Group Inc. now owns 35,076 shares of the company’s stock valued at $857,000 after purchasing an additional 7,045 shares during the period. Finally, Ieq Capital LLC increased its stake in shares of Schwab US Large-Cap ETF by 9.1% during the second quarter. Ieq Capital LLC now owns 247,992 shares of the company’s stock worth $6,061,000 after purchasing an additional 20,758 shares in the last quarter.

Schwab US Large-Cap ETF Stock Down 0.1%

SCHX stock opened at $28.88 on Friday. Schwab US Large-Cap ETF has a 52 week low of $24.08 and a 52 week high of $29.95. The firm has a 50-day simple moving average of $28.94 and a 200-day simple moving average of $27.56. The stock has a market capitalization of $69.64 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.