Schwab US Large-Cap ETF (NYSEARCA:SCHX) Shares Acquired by EP Wealth Advisors LLC

EP Wealth Advisors LLC grew its stake in shares of Schwab US Large-Cap ETF (NYSEARCA:SCHX) by 11.2% in the 2nd quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The fund owned 96,206 shares of the company’s stock after purchasing an additional 9,672 shares during the period. EP Wealth Advisors LLC’s holdings in Schwab US Large-Cap ETF were worth $6,181,000 as of its most recent SEC filing.

A number of other hedge funds and other institutional investors have also modified their holdings of the stock. Vantage Financial Partners LLC increased its position in shares of Schwab US Large-Cap ETF by 1.3% in the fourth quarter. Vantage Financial Partners LLC now owns 205,321 shares of the company’s stock worth $11,580,000 after acquiring an additional 2,545 shares in the last quarter. Aveo Capital Partners LLC acquired a new stake in shares of Schwab US Large-Cap ETF in the fourth quarter worth $209,000. Rollins Financial purchased a new position in shares of Schwab US Large-Cap ETF during the fourth quarter valued at $202,000. Peapack Gladstone Financial Corp raised its position in Schwab US Large-Cap ETF by 36.3% during the fourth quarter. Peapack Gladstone Financial Corp now owns 106,548 shares of the company’s stock valued at $6,009,000 after buying an additional 28,371 shares during the period. Finally, CIBC Private Wealth Group LLC lifted its stake in Schwab US Large-Cap ETF by 54.5% in the 4th quarter. CIBC Private Wealth Group LLC now owns 46,834 shares of the company’s stock worth $2,641,000 after acquiring an additional 16,511 shares in the last quarter.

Schwab US Large-Cap ETF Price Performance

NYSEARCA:SCHX opened at $67.85 on Tuesday. The stock’s 50-day moving average is $65.31 and its two-hundred day moving average is $63.56. The stock has a market cap of $44.23 billion, a PE ratio of 26.53 and a beta of 1.02. Schwab US Large-Cap ETF has a fifty-two week low of $48.31 and a fifty-two week high of $67.92.

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.