Schwab US Large-Cap ETF (NYSEARCA:SCHX) is ZRC Wealth Management LLC’s 5th Largest Position

ZRC Wealth Management LLC boosted its position in shares of Schwab US Large-Cap ETF (NYSEARCA:SCHX) by 8.1% in the first quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The fund owned 132,683 shares of the company’s stock after acquiring an additional 9,989 shares during the period. Schwab US Large-Cap ETF accounts for 4.1% of ZRC Wealth Management LLC’s holdings, making the stock its 5th biggest position. ZRC Wealth Management LLC’s holdings in Schwab US Large-Cap ETF were worth $8,234,000 at the end of the most recent quarter.

A number of other hedge funds and other institutional investors also recently bought and sold shares of the company. Veery Capital LLC lifted its position in Schwab US Large-Cap ETF by 1.3% during the first quarter. Veery Capital LLC now owns 548,820 shares of the company’s stock valued at $34,060,000 after acquiring an additional 6,986 shares during the last quarter. Valeo Financial Advisors LLC increased its stake in Schwab US Large-Cap ETF by 4.7% during the 1st quarter. Valeo Financial Advisors LLC now owns 46,297 shares of the company’s stock valued at $2,873,000 after purchasing an additional 2,097 shares in the last quarter. Carret Asset Management LLC increased its stake in Schwab US Large-Cap ETF by 4.9% during the 1st quarter. Carret Asset Management LLC now owns 17,319 shares of the company’s stock valued at $1,075,000 after purchasing an additional 808 shares in the last quarter. West Oak Capital LLC increased its stake in Schwab US Large-Cap ETF by 6.4% during the 1st quarter. West Oak Capital LLC now owns 80,221 shares of the company’s stock valued at $4,979,000 after purchasing an additional 4,805 shares in the last quarter. Finally, Shira Ridge Wealth Management acquired a new position in Schwab US Large-Cap ETF during the 1st quarter valued at approximately $201,000.

Schwab US Large-Cap ETF Price Performance

Schwab US Large-Cap ETF stock traded up $0.28 during mid-day trading on Thursday, reaching $65.13. 663,238 shares of the company traded hands, compared to its average volume of 1,722,410. Schwab US Large-Cap ETF has a fifty-two week low of $48.31 and a fifty-two week high of $65.16. The company has a market capitalization of $42.46 billion, a price-to-earnings ratio of 26.53 and a beta of 1.02. The firm’s fifty day moving average is $62.75 and its two-hundred day moving average is $60.32.

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.