Schwab US Large-Cap ETF $SCHX is Moneywise Inc.’s Largest Position

Moneywise Inc. decreased its holdings in shares of Schwab US Large-Cap ETF (NYSEARCA:SCHX) by 7.6% in the fourth quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The institutional investor owned 738,905 shares of the company’s stock after selling 60,485 shares during the quarter. Schwab US Large-Cap ETF comprises about 8.3% of Moneywise Inc.’s portfolio, making the stock its biggest holding. Moneywise Inc.’s holdings in Schwab US Large-Cap ETF were worth $19,884,000 at the end of the most recent quarter.

A number of other large investors have also modified their holdings of the business. Western Wealth Management LLC grew its holdings in shares of Schwab US Large-Cap ETF by 5.0% during the fourth quarter. Western Wealth Management LLC now owns 122,945 shares of the company’s stock worth $3,308,000 after buying an additional 5,831 shares in the last quarter. Cardinal Point Capital Management ULC boosted its position in shares of Schwab US Large-Cap ETF by 43.9% during the 4th quarter. Cardinal Point Capital Management ULC now owns 14,490 shares of the company’s stock valued at $390,000 after acquiring an additional 4,422 shares during the last quarter. Navalign LLC acquired a new position in shares of Schwab US Large-Cap ETF during the 4th quarter valued at about $65,000. Strategic Family Wealth Counselors L.L.C. boosted its position in shares of Schwab US Large-Cap ETF by 0.3% during the 4th quarter. Strategic Family Wealth Counselors L.L.C. now owns 436,678 shares of the company’s stock valued at $11,694,000 after acquiring an additional 1,135 shares during the last quarter. Finally, VanderPol Investments L.L.C. boosted its position in shares of Schwab US Large-Cap ETF by 1.5% during the 4th quarter. VanderPol Investments L.L.C. now owns 291,822 shares of the company’s stock valued at $7,853,000 after acquiring an additional 4,348 shares during the last quarter.

Schwab US Large-Cap ETF Trading Up 0.6%

Shares of SCHX stock opened at $29.17 on Thursday. The company’s 50-day moving average price is $27.02 and its 200-day moving average price is $27.00. The stock has a market cap of $70.34 billion, a price-to-earnings ratio of 25.66 and a beta of 1.01. Schwab US Large-Cap ETF has a twelve month low of $21.81 and a twelve month high of $29.23.

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. The Index is a float-adjusted market capitalization weighted index. The types of derivatives used by the Fund are options, futures, options on futures and swaps.