Modera Wealth Management LLC Has $37.09 Million Holdings in Schwab US Large-Cap ETF $SCHX

Modera Wealth Management LLC cut its holdings in shares of Schwab US Large-Cap ETF (NYSEARCA:SCHX) by 3.3% during the first quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund owned 1,446,603 shares of the company’s stock after selling 49,809 shares during the period. Modera Wealth Management LLC owned about 0.06% of Schwab US Large-Cap ETF worth $37,091,000 at the end of the most recent quarter.

A number of other hedge funds and other institutional investors have also recently bought and sold shares of SCHX. Angeles Wealth Management LLC lifted its position in Schwab US Large-Cap ETF by 1,764.9% during the 1st quarter. Angeles Wealth Management LLC now owns 11,693 shares of the company’s stock worth $300,000 after buying an additional 11,066 shares in the last quarter. Gerald Baker Financial Group LLC bought a new stake in Schwab US Large-Cap ETF during the 1st quarter worth about $298,000. Independent Financial Group LLC acquired a new stake in Schwab US Large-Cap ETF in the 1st quarter valued at about $2,118,000. Quartz Partners LLC increased its position in Schwab US Large-Cap ETF by 7.2% in the 1st quarter. Quartz Partners LLC now owns 11,480 shares of the company’s stock valued at $294,000 after acquiring an additional 768 shares in the last quarter. Finally, Evergreen Advisors LLC bought a new position in shares of Schwab US Large-Cap ETF in the first quarter worth about $45,000.

Schwab US Large-Cap ETF Trading Down 1.0%

Shares of NYSEARCA SCHX opened at $29.31 on Friday. Schwab US Large-Cap ETF has a 1-year low of $24.52 and a 1-year high of $29.95. The company has a 50-day moving average of $29.35 and a two-hundred day moving average of $27.84. The company has a market cap of $71.36 billion, a PE ratio of 25.66 and a beta of 1.00.

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.