Lyell Wealth Management LP Sells 1,500 Shares of Schwab US Large-Cap ETF (NYSEARCA:SCHX)

Lyell Wealth Management LP cut its stake in Schwab US Large-Cap ETF (NYSEARCA:SCHX) by 31.0% during the 2nd quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The fund owned 3,335 shares of the company’s stock after selling 1,500 shares during the period. Lyell Wealth Management LP’s holdings in Schwab US Large-Cap ETF were worth $214,000 at the end of the most recent quarter.

Several other institutional investors have also added to or reduced their stakes in SCHX. Brio Consultants LLC lifted its stake in Schwab US Large-Cap ETF by 7.2% in the fourth quarter. Brio Consultants LLC now owns 5,676 shares of the company’s stock valued at $320,000 after buying an additional 382 shares during the period. Vantage Financial Partners LLC lifted its stake in 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 valued at $11,580,000 after buying an additional 2,545 shares during the period. Aveo Capital Partners LLC acquired a new position in Schwab US Large-Cap ETF in the fourth quarter valued at approximately $209,000. Rollins Financial acquired a new position in Schwab US Large-Cap ETF in the fourth quarter valued at approximately $202,000. Finally, QRG Capital Management Inc. lifted its stake in Schwab US Large-Cap ETF by 46.8% in the fourth quarter. QRG Capital Management Inc. now owns 10,291 shares of the company’s stock valued at $580,000 after buying an additional 3,280 shares during the period.

Schwab US Large-Cap ETF Stock Performance

Shares of SCHX opened at $66.42 on Monday. Schwab US Large-Cap ETF has a 52-week low of $48.31 and a 52-week high of $66.83. The business’s 50 day moving average price is $64.99 and its two-hundred day moving average price is $63.06. The firm has a market cap of $43.30 billion, a PE 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.