Montis Financial LLC Has $9.57 Million Position in Schwab US Large-Cap ETF (NYSEARCA:SCHX)

Montis Financial LLC reduced its position in Schwab US Large-Cap ETF (NYSEARCA:SCHX) by 4.9% during the fourth quarter, according to the company in its most recent 13F filing with the SEC. The fund owned 169,613 shares of the company’s stock after selling 8,809 shares during the quarter. Schwab US Large-Cap ETF makes up about 5.7% of Montis Financial LLC’s portfolio, making the stock its 6th largest position. Montis Financial LLC’s holdings in Schwab US Large-Cap ETF were worth $9,566,000 at the end of the most recent reporting period.

Other large investors also recently modified their holdings of the company. DAVENPORT & Co LLC grew its position in shares of Schwab US Large-Cap ETF by 5.7% during the 3rd quarter. DAVENPORT & Co LLC now owns 4,070 shares of the company’s stock worth $206,000 after buying an additional 221 shares during the period. Commonwealth Equity Services LLC boosted its stake in Schwab US Large-Cap ETF by 12.2% during the third quarter. Commonwealth Equity Services LLC now owns 474,398 shares of the company’s stock worth $24,005,000 after acquiring an additional 51,485 shares in the last quarter. Kingswood Wealth Advisors LLC acquired a new stake in Schwab US Large-Cap ETF in the third quarter worth $424,000. Raymond James & Associates increased its stake in Schwab US Large-Cap ETF by 36.5% in the third quarter. Raymond James & Associates now owns 86,613 shares of the company’s stock valued at $4,383,000 after purchasing an additional 23,181 shares in the last quarter. Finally, Raymond James Financial Services Advisors Inc. raised its holdings in shares of Schwab US Large-Cap ETF by 26.1% during the third quarter. Raymond James Financial Services Advisors Inc. now owns 598,791 shares of the company’s stock valued at $30,299,000 after purchasing an additional 124,053 shares during the period.

Schwab US Large-Cap ETF Trading Up 1.0 %

SCHX stock traded up $0.58 during trading on Thursday, reaching $59.92. 2,385,142 shares of the stock were exchanged, compared to its average volume of 1,822,642. The firm’s 50 day moving average is $60.73 and its 200 day moving average is $56.97. Schwab US Large-Cap ETF has a twelve month low of $47.57 and a twelve month high of $62.24. The firm has a market cap of $38.89 billion, a P/E ratio of 25.47 and a beta of 1.02.

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.