Schwab US Large-Cap ETF (NYSEARCA:SCHX) Shares Sold by Oxford Financial Group Ltd.

Oxford Financial Group Ltd. decreased its holdings in shares of Schwab US Large-Cap ETF (NYSEARCA:SCHX) by 17.3% in the 2nd quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The fund owned 12,088 shares of the company’s stock after selling 2,529 shares during the period. Oxford Financial Group Ltd.’s holdings in Schwab US Large-Cap ETF were worth $633,000 as of its most recent SEC filing.

A number of other institutional investors and hedge funds also recently modified their holdings of SCHX. Ironwood Wealth Management LLC. lifted its stake in Schwab US Large-Cap ETF by 99.3% in the first quarter. Ironwood Wealth Management LLC. now owns 19,669 shares of the company’s stock valued at $1,059,000 after buying an additional 9,800 shares during the last quarter. Retirement Income Solutions Inc boosted its stake in Schwab US Large-Cap ETF by 100.0% during the 1st quarter. Retirement Income Solutions Inc now owns 5,196 shares of the company’s stock valued at $280,000 after purchasing an additional 2,598 shares during the period. AMI Investment Management Inc. boosted its stake in Schwab US Large-Cap ETF by 81.4% during the 1st quarter. AMI Investment Management Inc. now owns 180,373 shares of the company’s stock valued at $9,713,000 after purchasing an additional 80,966 shares during the period. JPMorgan Chase & Co. grew its position in Schwab US Large-Cap ETF by 125.3% in the 1st quarter. JPMorgan Chase & Co. now owns 7,078 shares of the company’s stock worth $381,000 after purchasing an additional 3,936 shares during the last quarter. Finally, Raymond James & Associates increased its stake in shares of Schwab US Large-Cap ETF by 91.3% in the first quarter. Raymond James & Associates now owns 58,163 shares of the company’s stock valued at $3,132,000 after purchasing an additional 27,760 shares during the period.

Schwab US Large-Cap ETF Trading Up 0.2 %

SCHX opened at $53.27 on Friday. The business’s 50 day moving average is $51.16 and its 200-day moving average is $51.45. The stock has a market cap of $34.10 billion, a PE ratio of 18.28 and a beta of 1.01. Schwab US Large-Cap ETF has a twelve month low of $44.24 and a twelve month high of $54.38.

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.