West Oak Capital LLC decreased its position in Schwab US Large-Cap ETF (NYSEARCA:SCHX – Free Report) by 19.8% during the 3rd quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The fund owned 179,680 shares of the company’s stock after selling 44,250 shares during the quarter. Schwab US Large-Cap ETF comprises approximately 1.9% of West Oak Capital LLC’s investment portfolio, making the stock its 13th biggest position. West Oak Capital LLC’s holdings in Schwab US Large-Cap ETF were worth $4,733,000 at the end of the most recent reporting period.
A number of other large investors also recently made changes to their positions in the company. Corient Private Wealth LLC boosted its stake 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 purchasing an additional 7,775,179 shares during the period. Betterment LLC lifted its holdings in shares of Schwab US Large-Cap ETF by 119.6% during the first quarter. Betterment LLC now owns 13,225,086 shares of the company’s stock worth $292,010,000 after buying an additional 7,201,786 shares in the last quarter. Northwestern Mutual Wealth Management Co. boosted its position in shares of Schwab US Large-Cap ETF by 17.8% in the first quarter. Northwestern Mutual Wealth Management Co. now owns 24,479,012 shares of the company’s stock valued at $540,497,000 after acquiring an additional 3,701,133 shares during the period. Wealth Enhancement Advisory Services LLC boosted its position in shares of Schwab US Large-Cap ETF by 17.7% in the second quarter. Wealth Enhancement Advisory Services LLC now owns 19,566,506 shares of the company’s stock valued at $484,662,000 after acquiring an additional 2,942,434 shares during the period. Finally, EP Wealth Advisors LLC grew its stake in shares of Schwab US Large-Cap ETF by 976.1% in the second quarter. EP Wealth Advisors LLC now owns 3,142,472 shares of the company’s stock valued at $76,802,000 after acquiring an additional 2,850,436 shares in the last quarter.
Schwab US Large-Cap ETF Stock Performance
NYSEARCA:SCHX opened at $26.80 on Tuesday. Schwab US Large-Cap ETF has a 52 week low of $19.00 and a 52 week high of $27.27. The firm’s 50-day simple moving average is $26.67 and its 200 day simple moving average is $25.62. The firm has a market cap of $62.23 billion, a price-to-earnings 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.
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