Peak Financial Management Inc. Sells 6,056 Shares of Schwab US Large-Cap ETF (NYSEARCA:SCHX)

Peak Financial Management Inc. trimmed its holdings in shares of Schwab US Large-Cap ETF (NYSEARCA:SCHX) by 7.6% in the fourth quarter, according to its most recent filing with the SEC. The firm owned 73,484 shares of the company’s stock after selling 6,056 shares during the period. Schwab US Large-Cap ETF makes up about 1.4% of Peak Financial Management Inc.’s investment portfolio, making the stock its 25th biggest position. Peak Financial Management Inc.’s holdings in Schwab US Large-Cap ETF were worth $4,145,000 at the end of the most recent quarter.

A number of other hedge funds and other institutional investors also recently made changes to their positions in SCHX. Charles Schwab Investment Advisory Inc. lifted its holdings in shares of Schwab US Large-Cap ETF by 103.5% during the 1st quarter. Charles Schwab Investment Advisory Inc. now owns 135,281,261 shares of the company’s stock worth $7,284,896,000 after acquiring an additional 68,805,989 shares during the period. Charles Schwab Investment Management Inc. increased its position in shares of Schwab US Large-Cap ETF by 110.3% during the 1st quarter. Charles Schwab Investment Management Inc. now owns 36,493,134 shares of the company’s stock worth $1,965,156,000 after purchasing an additional 19,136,345 shares in the last quarter. AJ Wealth Strategies LLC increased its position in shares of Schwab US Large-Cap ETF by 89.5% during the 1st quarter. AJ Wealth Strategies LLC now owns 4,701,271 shares of the company’s stock worth $253,163,000 after purchasing an additional 2,220,404 shares in the last quarter. Mariner LLC increased its position in shares of Schwab US Large-Cap ETF by 103.4% during the 1st quarter. Mariner LLC now owns 3,976,418 shares of the company’s stock worth $214,130,000 after purchasing an additional 2,021,700 shares in the last quarter. Finally, Moneta Group Investment Advisors LLC increased its position in shares of Schwab US Large-Cap ETF by 22.8% during the 1st quarter. Moneta Group Investment Advisors LLC now owns 6,582,916 shares of the company’s stock worth $318,416,000 after purchasing an additional 1,221,535 shares in the last quarter.

Schwab US Large-Cap ETF Stock Down 0.0 %

Shares of Schwab US Large-Cap ETF stock opened at $62.06 on Friday. The stock has a market capitalization of $39.72 billion, a P/E ratio of 18.28 and a beta of 1.01. The company has a 50-day simple moving average of $59.66 and a 200 day simple moving average of $55.37. Schwab US Large-Cap ETF has a 12-month low of $47.07 and a 12-month high of $62.24.

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.