Schwab US Large-Cap ETF (NYSEARCA:SCHX) Holdings Lifted by Valley Forge Investment Consultants Inc. ADV

Valley Forge Investment Consultants Inc. ADV lifted its position in shares of Schwab US Large-Cap ETF (NYSEARCA:SCHX) by 1.4% in the second quarter, HoldingsChannel.com reports. The institutional investor owned 334,737 shares of the company’s stock after buying an additional 4,459 shares during the quarter. Schwab US Large-Cap ETF accounts for approximately 8.1% of Valley Forge Investment Consultants Inc. ADV’s holdings, making the stock its 3rd largest position. Valley Forge Investment Consultants Inc. ADV’s holdings in Schwab US Large-Cap ETF were worth $21,507,000 as of its most recent SEC filing.

A number of other institutional investors have also modified their holdings of SCHX. Klingenstein Fields & Co. LP raised its stake in shares of Schwab US Large-Cap ETF by 1.3% in the 2nd quarter. Klingenstein Fields & Co. LP now owns 85,878 shares of the company’s stock valued at $5,518,000 after acquiring an additional 1,139 shares during the period. Somerset Group LLC raised its position in Schwab US Large-Cap ETF by 4.4% in the fourth quarter. Somerset Group LLC now owns 44,216 shares of the company’s stock valued at $2,494,000 after purchasing an additional 1,846 shares during the period. Gordian Advisors LLC acquired a new position in shares of Schwab US Large-Cap ETF during the fourth quarter worth about $26,081,000. Retireful LLC purchased a new stake in shares of Schwab US Large-Cap ETF in the second quarter worth about $5,860,000. Finally, Sierra Summit Advisors LLC acquired a new stake in shares of Schwab US Large-Cap ETF in the fourth quarter valued at about $252,000.

Schwab US Large-Cap ETF Stock Performance

Shares of NYSEARCA:SCHX opened at $66.42 on Monday. The business’s 50-day simple moving average is $64.99 and its 200 day simple moving average is $63.06. The company has a market cap of $43.30 billion, a P/E ratio of 26.53 and a beta of 1.02. Schwab US Large-Cap ETF has a one year low of $48.31 and a one year high of $66.83.

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.