Evermay Wealth Management LLC Acquires 3,372,772 Shares of Schwab US Large-Cap ETF (NYSEARCA:SCHX)

Evermay Wealth Management LLC lifted its holdings in Schwab US Large-Cap ETF (NYSEARCA:SCHX) by 196.7% in the fourth quarter, according to its most recent disclosure with the SEC. The institutional investor owned 5,087,575 shares of the company’s stock after purchasing an additional 3,372,772 shares during the period. Schwab US Large-Cap ETF makes up 17.9% of Evermay Wealth Management LLC’s holdings, making the stock its biggest holding. Evermay Wealth Management LLC owned approximately 0.78% of Schwab US Large-Cap ETF worth $117,930,000 as of its most recent SEC filing.

Other large investors have also recently added to or reduced their stakes in the company. SeaBridge Investment Advisors LLC increased its position in shares of Schwab US Large-Cap ETF by 200.0% during the fourth quarter. SeaBridge Investment Advisors LLC now owns 13,800 shares of the company’s stock worth $320,000 after acquiring an additional 9,200 shares during the period. Litman Gregory Wealth Management LLC grew its stake in Schwab US Large-Cap ETF by 200.0% during the 4th quarter. Litman Gregory Wealth Management LLC now owns 13,853 shares of the company’s stock worth $321,000 after purchasing an additional 9,235 shares in the last quarter. Chicago Partners Investment Group LLC increased its holdings in Schwab US Large-Cap ETF by 4.1% during the 4th quarter. Chicago Partners Investment Group LLC now owns 1,385,656 shares of the company’s stock worth $32,369,000 after purchasing an additional 54,975 shares during the period. Waldron Private Wealth LLC raised its position in Schwab US Large-Cap ETF by 244.8% in the 4th quarter. Waldron Private Wealth LLC now owns 18,263 shares of the company’s stock valued at $423,000 after purchasing an additional 12,966 shares in the last quarter. Finally, RHS Financial LLC raised its position in Schwab US Large-Cap ETF by 160.2% in the 4th quarter. RHS Financial LLC now owns 142,220 shares of the company’s stock valued at $3,297,000 after purchasing an additional 87,563 shares in the last quarter.

Schwab US Large-Cap ETF Stock Performance

Shares of Schwab US Large-Cap ETF stock opened at $23.87 on Friday. The business has a 50-day simple moving average of $23.69 and a 200-day simple moving average of $22.78. The company has a market cap of $15.56 billion, a PE ratio of 26.53 and a beta of 1.02. Schwab US Large-Cap ETF has a one year low of $19.08 and a one year high of $24.23.

Schwab US Large-Cap ETF 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.