Congress Wealth Management LLC DE Sells 5,475 Shares of Schwab US Large-Cap ETF (NYSEARCA:SCHX)

Congress Wealth Management LLC DE reduced its holdings in Schwab US Large-Cap ETF (NYSEARCA:SCHX) by 1.1% during the first quarter, Holdings Channel.com reports. The fund owned 475,949 shares of the company’s stock after selling 5,475 shares during the quarter. Congress Wealth Management LLC DE’s holdings in Schwab US Large-Cap ETF were worth $29,537,000 at the end of the most recent reporting period.

Several other institutional investors have also recently modified their holdings of the company. Transform Wealth LLC increased its position in shares of Schwab US Large-Cap ETF by 1.3% during the 4th quarter. Transform Wealth LLC now owns 12,911 shares of the company’s stock valued at $728,000 after purchasing an additional 171 shares during the last quarter. Global Retirement Partners LLC increased its position in shares of Schwab US Large-Cap ETF by 0.6% during the 4th quarter. Global Retirement Partners LLC now owns 30,017 shares of the company’s stock valued at $1,690,000 after purchasing an additional 193 shares during the last quarter. Hexagon Capital Partners LLC increased its position in shares of Schwab US Large-Cap ETF by 5.4% during the 4th quarter. Hexagon Capital Partners LLC now owns 4,066 shares of the company’s stock valued at $229,000 after purchasing an additional 210 shares during the last quarter. Capital Investment Advisory Services LLC increased its position in shares of Schwab US Large-Cap ETF by 4.7% during the 4th quarter. Capital Investment Advisory Services LLC now owns 4,858 shares of the company’s stock valued at $274,000 after purchasing an additional 218 shares during the last quarter. Finally, Atticus Wealth Management LLC increased its position in shares of Schwab US Large-Cap ETF by 12.5% during the 3rd quarter. Atticus Wealth Management LLC now owns 2,001 shares of the company’s stock valued at $101,000 after purchasing an additional 223 shares during the last quarter.

Schwab US Large-Cap ETF Stock Performance

SCHX stock traded up $0.15 during trading on Monday, hitting $64.40. 1,491,745 shares of the company traded hands, compared to its average volume of 1,736,190. The firm has a market capitalization of $41.98 billion, a PE ratio of 26.53 and a beta of 1.02. Schwab US Large-Cap ETF has a 1 year low of $48.31 and a 1 year high of $64.99. The company has a 50-day moving average of $62.45 and a 200-day moving average of $60.16.

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.