Peak Financial Management Inc. Decreases Position in Schwab US Large-Cap ETF (NYSEARCA:SCHX)

Peak Financial Management Inc. trimmed its position in shares of Schwab US Large-Cap ETF (NYSEARCA:SCHX) by 0.9% during the second quarter, according to the company in its most recent Form 13F filing with the SEC. The institutional investor owned 46,177 shares of the company’s stock after selling 426 shares during the quarter. Schwab US Large-Cap ETF makes up 1.5% of Peak Financial Management Inc.’s portfolio, making the stock its 26th biggest holding. Peak Financial Management Inc.’s holdings in Schwab US Large-Cap ETF were worth $3,241,000 at the end of the most recent quarter.

A number of other institutional investors and hedge funds have also recently bought and sold shares of the business. Friedenthal Financial boosted its position in Schwab US Large-Cap ETF by 3.0% during the second quarter. Friedenthal Financial now owns 4,905 shares of the company’s stock worth $344,000 after purchasing an additional 145 shares in the last quarter. Cetera Advisors LLC boosted its position in Schwab US Large-Cap ETF by 2.7% during the first quarter. Cetera Advisors LLC now owns 5,492 shares of the company’s stock worth $372,000 after purchasing an additional 146 shares in the last quarter. Ackerman Capital Advisors LLC boosted its position in Schwab US Large-Cap ETF by 1.7% during the first quarter. Ackerman Capital Advisors LLC now owns 9,125 shares of the company’s stock worth $617,000 after purchasing an additional 155 shares in the last quarter. CENTRAL TRUST Co boosted its position in Schwab US Large-Cap ETF by 33.9% during the second quarter. CENTRAL TRUST Co now owns 672 shares of the company’s stock worth $48,000 after purchasing an additional 170 shares in the last quarter. Finally, Old Port Advisors boosted its position in Schwab US Large-Cap ETF by 4.7% during the second quarter. Old Port Advisors now owns 4,281 shares of the company’s stock worth $306,000 after purchasing an additional 192 shares in the last quarter.

SCHX traded down $0.05 during trading on Thursday, reaching $67.87. 48,381 shares of the stock were exchanged, compared to its average volume of 1,252,050. The stock’s 50 day moving average price is $70.84. Schwab US Large-Cap ETF has a 1 year low of $55.87 and a 1 year high of $72.35.



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.

Further Reading: Capital Gains Distribution

Institutional Ownership by Quarter for Schwab US Large-Cap ETF (NYSEARCA:SCHX)

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