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

Evermay Wealth Management LLC increased its holdings in shares of Schwab US Large-Cap ETF (NYSEARCA:SCHX) by 196.7% in the fourth quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The firm owned 5,087,575 shares of the company’s stock after purchasing an additional 3,372,772 shares during the period. Schwab US Large-Cap ETF accounts for 17.9% of Evermay Wealth Management LLC’s investment portfolio, making the stock its largest holding. Evermay Wealth Management LLC’s holdings in Schwab US Large-Cap ETF were worth $117,930,000 as of its most recent SEC filing.

Several other hedge funds and other institutional investors also recently bought and sold shares of the business. Concourse Financial Group Securities Inc. grew its holdings in shares of Schwab US Large-Cap ETF by 224.3% during the third quarter. Concourse Financial Group Securities Inc. now owns 373 shares of the company’s stock worth $25,000 after buying an additional 258 shares during the last quarter. Versant Capital Management Inc lifted its position in Schwab US Large-Cap ETF by 201.0% during the 4th quarter. Versant Capital Management Inc now owns 1,261 shares of the company’s stock worth $29,000 after acquiring an additional 842 shares during the period. IFS Advisors LLC purchased a new position in shares of Schwab US Large-Cap ETF in the 4th quarter valued at approximately $30,000. Brooklyn Investment Group acquired a new position in shares of Schwab US Large-Cap ETF in the fourth quarter valued at approximately $32,000. Finally, Rise Advisors LLC raised its stake in shares of Schwab US Large-Cap ETF by 459.5% during the fourth quarter. Rise Advisors LLC now owns 1,410 shares of the company’s stock worth $33,000 after purchasing an additional 1,158 shares during the last quarter.

Schwab US Large-Cap ETF Price Performance

Shares of NYSEARCA SCHX opened at $23.87 on Friday. The company has a market cap of $15.56 billion, a PE ratio of 26.53 and a beta of 1.02. The stock has a fifty day moving average price of $23.69 and a 200 day moving average price of $22.78. Schwab US Large-Cap ETF has a 1-year low of $19.08 and a 1-year high of $24.23.

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.