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

Montis Financial LLC decreased its position in Schwab US Large-Cap ETF (NYSEARCA:SCHX) by 4.9% during the fourth quarter, HoldingsChannel.com reports. The firm owned 169,613 shares of the company’s stock after selling 8,809 shares during the quarter. Schwab US Large-Cap ETF makes up approximately 5.7% of Montis Financial LLC’s holdings, making the stock its 6th largest holding. 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.

Several other large investors have also bought and sold shares of SCHX. Providence Capital Advisors LLC bought a new position in shares of Schwab US Large-Cap ETF in the third quarter worth about $26,000. Cordant Inc. raised its position in shares of Schwab US Large-Cap ETF by 133.9% during the 4th quarter. Cordant Inc. now owns 594 shares of the company’s stock valued at $34,000 after purchasing an additional 340 shares during the period. Centerpoint Advisors LLC purchased a new position in shares of Schwab US Large-Cap ETF during the 3rd quarter valued at $42,000. Gradient Investments LLC boosted its holdings in Schwab US Large-Cap ETF by 71.5% in the 3rd quarter. Gradient Investments LLC now owns 988 shares of the company’s stock worth $50,000 after buying an additional 412 shares during the period. Finally, Fortitude Family Office LLC purchased a new stake in Schwab US Large-Cap ETF in the 4th quarter worth $51,000.

Schwab US Large-Cap ETF Stock Performance

Shares of Schwab US Large-Cap ETF stock traded up $0.58 during trading hours on Thursday, hitting $59.92. The company’s stock had a trading volume of 2,385,142 shares, compared to its average volume of 1,822,642. The company has a market cap of $38.89 billion, a PE ratio of 25.47 and a beta of 1.02. The business has a 50 day moving average price of $60.73 and a two-hundred day moving average price of $56.97. Schwab US Large-Cap ETF has a 12-month low of $47.57 and a 12-month high of $62.24.

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.