World Investment Advisors decreased its position in shares of Schwab US Large-Cap ETF (NYSEARCA:SCHX – Free Report) by 2.9% during the 1st quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The fund owned 1,646,543 shares of the company’s stock after selling 48,955 shares during the quarter. Schwab US Large-Cap ETF makes up about 0.7% of World Investment Advisors’ portfolio, making the stock its 26th biggest holding. World Investment Advisors owned approximately 0.07% of Schwab US Large-Cap ETF worth $42,217,000 at the end of the most recent reporting period.
A number of other hedge funds have also recently modified their holdings of the company. Clayton Financial Group LLC lifted its holdings in Schwab US Large-Cap ETF by 154.6% in the fourth quarter. Clayton Financial Group LLC now owns 49,587 shares of the company’s stock valued at $1,334,000 after acquiring an additional 30,112 shares during the last quarter. GEN Financial Management INC. increased its stake in Schwab US Large-Cap ETF by 24.5% during the fourth quarter. GEN Financial Management INC. now owns 895,830 shares of the company’s stock worth $24,107,000 after acquiring an additional 176,498 shares during the last quarter. Farther Finance Advisors LLC increased its stake in Schwab US Large-Cap ETF by 37.4% during the fourth quarter. Farther Finance Advisors LLC now owns 3,972,127 shares of the company’s stock worth $106,890,000 after acquiring an additional 1,081,148 shares during the last quarter. Rede Wealth LLC purchased a new stake in Schwab US Large-Cap ETF in the fourth quarter valued at $855,000. Finally, Empirical Financial Services LLC d.b.a. Empirical Wealth Management raised its position in Schwab US Large-Cap ETF by 5.1% in the fourth quarter. Empirical Financial Services LLC d.b.a. Empirical Wealth Management now owns 1,130,533 shares of the company’s stock valued at $30,423,000 after purchasing an additional 55,088 shares during the period.
Schwab US Large-Cap ETF Price Performance
Shares of Schwab US Large-Cap ETF stock opened at $29.40 on Friday. The firm has a market cap of $71.56 billion, a PE ratio of 25.66 and a beta of 1.00. Schwab US Large-Cap ETF has a 52 week low of $24.47 and a 52 week high of $29.95. The business’s fifty day simple moving average is $29.11 and its 200-day simple moving average is $27.66.
About Schwab US Large-Cap ETF
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.
Read More
- Five stocks we like better than Schwab US Large-Cap ETF
- AST SpaceMobile’s Japan Catalyst Puts Its Rollout Story Back in Focus
- Gold and Silver Recovery—3 Precious Metals Stocks for H2 2026
- Klarna’s Google Court Win Could Give Its BNPL Story a Needed Cash Catalyst
- Why Kroger’s Giant Eagle Deal Could Change Everything
Receive News & Ratings for Schwab US Large-Cap ETF Daily - Enter your email address below to receive a concise daily summary of the latest news and analysts' ratings for Schwab US Large-Cap ETF and related companies with MarketBeat.com's FREE daily email newsletter.
