SWS Partners Has $9.57 Million Stock Position in Schwab US Large-Cap ETF (NYSEARCA:SCHX)

SWS Partners lowered its holdings in Schwab US Large-Cap ETF (NYSEARCA:SCHX) by 23.9% during the 2nd quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The firm owned 148,975 shares of the company’s stock after selling 46,817 shares during the period. Schwab US Large-Cap ETF makes up about 2.9% of SWS Partners’ holdings, making the stock its 5th biggest position. SWS Partners’ holdings in Schwab US Large-Cap ETF were worth $9,572,000 as of its most recent SEC filing.

A number of other institutional investors also recently modified their holdings of the business. Patrick M Sweeney & Associates Inc. bought a new stake in Schwab US Large-Cap ETF during the 2nd quarter valued at $203,000. Aurora Private Wealth Inc. raised its stake in shares of Schwab US Large-Cap ETF by 1.6% during the 2nd quarter. Aurora Private Wealth Inc. now owns 18,131 shares of the company’s stock valued at $1,165,000 after purchasing an additional 282 shares during the period. James J. Burns & Company LLC lifted its holdings in Schwab US Large-Cap ETF by 77.9% during the 2nd quarter. James J. Burns & Company LLC now owns 20,726 shares of the company’s stock worth $1,331,000 after purchasing an additional 9,076 shares in the last quarter. Provident Wealth Management LLC boosted its stake in Schwab US Large-Cap ETF by 1.4% in the 2nd quarter. Provident Wealth Management LLC now owns 319,877 shares of the company’s stock worth $20,552,000 after purchasing an additional 4,367 shares during the period. Finally, Cypress Financial Planning LLC grew its holdings in Schwab US Large-Cap ETF by 14.5% during the 2nd quarter. Cypress Financial Planning LLC now owns 11,348 shares of the company’s stock valued at $729,000 after buying an additional 1,438 shares in the last quarter.

Schwab US Large-Cap ETF Price Performance

Shares of SCHX traded up $1.06 during midday trading on Thursday, hitting $65.32. 1,274,177 shares of the company traded hands, compared to its average volume of 1,666,778. The stock has a 50-day moving average of $64.42 and a 200-day moving average of $62.03. Schwab US Large-Cap ETF has a one year low of $48.31 and a one year high of $66.83. The firm has a market cap of $42.58 billion, a P/E ratio of 26.53 and a beta of 1.02.

Schwab US Large-Cap ETF Company 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.